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).
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Total Assets Under Management7,913MILLION
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Total Number of Accounts20,915ACCOUNTS
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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
Paul Keeton (CRD# 4491576) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Dallas, TX and has over 21 years of experience in the finance industry.
Jonathan Khalavsky (CRD# 5285296) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in New York, NY and has over 15 years of experience in the finance industry.
Kurt Koke (CRD# 1474986) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Hurst, TX and has over 38 years of experience in the finance industry.
Jed Kutzen (CRD# 2981284) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Melrose, MA and has over 18 years of experience in the finance industry.
Leslie Lamotte (CRD# 3101438) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Bend, OR and has over 24 years of experience in the finance industry.
Lisa Lawwill (CRD# 2397470) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Dallas, TX and has over 29 years of experience in the finance industry.
Brendan Lewis (CRD# 4018373) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Laconia, NH and has over 24 years of experience in the finance industry.
David Little (CRD# 1066691) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Dallas, TX and has over 41 years of experience in the finance industry.
Tyler Little (CRD# 5933077) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Dallas, TX and has over 11 years of experience in the finance industry.
George Lollis (CRD# 1194059) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Dallas, TX and has over 40 years of experience in the finance industry.