Prospera Financial Services, Inc.
Prospera Financial Services, Inc. (CRD# 10740) is a financial advisory firm headquartered in Dallas, TX. They manage $7,913,077,866 in 20,915 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management7,913MILLION
-
Total Number of Accounts20,915ACCOUNTS
-
Average Account Value$378,345
- 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
Erik Lundy (CRD# 2891937) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Bad Axe, MI and has over 26 years of experience in the finance industry.
David Lynn (CRD# 2190764) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in La Jolla, CA and has over 32 years of experience in the finance industry.
Joann Mackenzie (CRD# 316133) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Dallas, TX and has over 44 years of experience in the finance industry.
Timothy McLanahan (CRD# 2356791) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Mandeville, LA and has over 28 years of experience in the finance industry.
David McMahan (CRD# 3078266) 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.
Tony Montanari (CRD# 3089483) is the Founder and a Financial Advisor for ACM Wealth Management and Vice President of Business Development for Prospera Financial Services, a five-time Independent Broker Dealer of the year by Investment Advisor Magazine.
Tony began his career in financial services in 1998 and spent his first 11 years with two large Wall Street firms advising high net worth clients and training other financial advisors. With a passion for educating individual investors, he also taught financial planning & investing programs for local employers such as Cisco Systems, CREE, JDS Uniphase and the State Government of North Carolina.
In early 2009, Tony decided to join a start-up independent firm as a financial advisor and key member of the executive team. In less than four years, he played a crucial role in expanding the product platform, developing the firm's marketing materials and website, recruiting financial advisors and enhancing the company's brand. During his short tenure, he was instrumental in the firm growing from 5 to 75 financial advisors and from $2 million to $14 million in annual revenues.
Tony has been named a Five Star Wealth Manager by Charlotte Magazine in 2016, 2015, 2014, 2013, 2012, 2011 & 2010 for Best in Client Satisfaction. He has also been interviewed and quoted by local TV and print as well as national publications like The Wall Street Journal, FOX Business, Dow Jones News, Thomson Reuters, Registered Rep Magazine and FUNDfire.
Tony and his two children, Evan & Emma, reside in the Lake Norman area of Charlotte, NC. He is a member of IMCA, FSI, The Rams Club and Verdict Ridge Country Club. Tony also serves on the Board of Directors for Sally's YMCA
Securities and Advisory Services offered through Prospera Financial Services. Member FINRA/SIPC.
Rocky Montgomery (CRD# 1574808) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Loudon, TN and has over 37 years of experience in the finance industry.
Judy Moore (CRD# 339100) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Austin, TX and has over 44 years of experience in the finance industry.
Daniel Mossakowski (CRD# 5865929) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Frisco, TX and has over 13 years of experience in the finance industry.
Anthony Ossola (CRD# 4269799) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Aliso Viejo, CA and has over 23 years of experience in the finance industry.