Prosper Financial Advisers

Prosper Financial Advisers (CRD# 147874) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $65,000,000 in 356 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    356
    ACCOUNTS
  • Average Account Value
    $182,584
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Prosper Financial Advisers
Showing 1 - 3 of 3 top financial advisors.
1
Rhonda K. Holifield
CRD#: 4548912
146 Second Street N, Suite 105, Saint Petersburg, FL 33701
101
Wealthminder
score

Rhonda Holifield (CRD# 4548912) is an Investment Advisor Representative working at Prosper Financial Advisers in Saint Petersburg, FL and has over 18 years of experience in the finance industry. Rhonda Holifield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Helen L. Huntley
CRD#: 5583275
146 Second Street N, Suite 105, Saint Petersburg, FL 33701
93
Wealthminder
score

Helen Huntley (CRD# 5583275) is an Investment Advisor Representative working at Prosper Financial Advisers in Saint Petersburg, FL and has over 9 years of experience in the finance industry.

3
Cheryl B. Bott
CRD#: 5356887
146 Second Street N, Suite 105, Saint Petersburg, FL 33701
90
Wealthminder
score

Cheryl Bott (CRD# 5356887) is an Investment Advisor Representative working at Prosper Financial Advisers in Saint Petersburg, FL and has 1 year of experience in the finance industry. Cheryl Bott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.