Prosperity Capital Advisors
Prosperity Capital Advisors (CRD# 156480) is a financial advisory firm headquartered in Westlake, OH. They manage $2,245,308,171 in 9,396 accounts and serve the financial needs of clients across 36 states (or territories).
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Total Assets Under Management2,245MILLION
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Total Number of Accounts9,396ACCOUNTS
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Average Account Value$238,964
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA
Carol Ward Ochoa (CRD# 4499682) is an Investment Advisor Representative working at Prosperity Capital Advisors in Pleasanton, CA and has over 22 years of experience in the finance industry.
Ryan Warner (CRD# 4600110) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 21 years of experience in the finance industry.
Jeffrey Warnkin (CRD# 1445683) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 28 years of experience in the finance industry.
Chad Weigl (CRD# 6740733) is an Investment Advisor Representative working at Prosperity Capital Advisors in Avon, OH and has over 7 years of experience in the finance industry.
Charles Welde (CRD# 2547409) is an Investment Advisor Representative working at Prosperity Capital Advisors in Chadds Ford, PA and has over 29 years of experience in the finance industry.
Jude Wilson (CRD# 2520624) is an Investment Advisor Representative working at Prosperity Capital Advisors in Bradenton, FL and has over 27 years of experience in the finance industry.
John Woodard (CRD# 6030043) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 12 years of experience in the finance industry.
Emily Agresta (CRD# 6851609) is an Investment Advisor Representative working at Prosperity Capital Advisors in Schererville, IN and has over 3 years of experience in the finance industry.
Cheryl Bush (CRD# 6302116) is an Investment Advisor Representative working at Prosperity Capital Advisors in South Easton, MA and has 1 year of experience in the finance industry.
Giancarlo Capodanno (CRD# 6296571) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 5 years of experience in the finance industry.