Prosperitea Planning

Prosperitea Planning (CRD# 282041) is a financial advisory firm headquartered in , . They manage $82,916,642 in 340 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    340
    ACCOUNTS
  • Average Account Value
    $243,872
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Prosperitea Planning
Showing 1 - 1 of 1 top financial advisors.
1
Wendy S. C. Marsden
CRD#: 6596601
Greenfield, MA

Wendy S. Marsden (CRD# 6596601) is an Investment Advisor Representative working at Prosperitea Planning in Greenfield, MA and has 1 year of experience in the finance industry.

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