Prospera Financial Services, Inc.
Prospera Financial Services, Inc. (CRD# 10740) is a financial advisory firm headquartered in Dallas, TX. They manage $5,921,456,412 in 18,852 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management5,921MILLION
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Total Number of Accounts18,852ACCOUNTS
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Average Account Value$314,102
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Robert Albritton (CRD# 1562005) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Dallas, TX and has over 35 years of experience in the finance industry.
Tom Arnett Jr. (CRD# 1080126) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Dallas, TX and has over 39 years of experience in the finance industry.
Michael Arnold (CRD# 2956695) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Dallas, TX and has over 24 years of experience in the finance industry.
Ralph Backe (CRD# 2318837) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Crystal Lake, IL and has over 29 years of experience in the finance industry.
James Baltzersen (CRD# 4678631) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Crown Point, IN and has over 19 years of experience in the finance industry.
Heather Barnett (CRD# 2658444) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Keokuk, IA and has over 25 years of experience in the finance industry. Heather Barnett 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.
Ryan Barnett (CRD# 4314096) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Keokuk, IA and has over 21 years of experience in the finance industry. Ryan Barnett 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.
Linda Barriger (CRD# 1379980) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Monticello, NY and has over 36 years of experience in the finance industry.
Ari Baum (CRD# 2936322) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Dallas, TX and has over 22 years of experience in the finance industry.
Jason Bednarz (CRD# 2841599) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Dallas, TX and has over 25 years of experience in the finance industry.