Prosperity Financial Group, Inc.
Prosperity Financial Group, Inc. (CRD# 145540) is a financial advisory firm headquartered in San Ramon, CA. They manage $213,169,347 in 1,100 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management213MILLION
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Total Number of Accounts1,100ACCOUNTS
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Average Account Value$193,790
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, FL, ID, LA, NJ, NV, NY, OR, PA, TX, WA
Charles Ballweg (CRD# 2835534) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 27 years of experience in the finance industry.
Cesar Dantes (CRD# 1470508) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 35 years of experience in the finance industry.
Henry Fanger (CRD# 811525) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 38 years of experience in the finance industry.
Jamie Hargrave (CRD# 3006122) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 26 years of experience in the finance industry.
James Hebert (CRD# 6469554) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 7 years of experience in the finance industry.
Elliot Kallen (CRD# 2384508) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 30 years of experience in the finance industry.
Emmett Peck (CRD# 3052579) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 25 years of experience in the finance industry.
Ankit Sahu (CRD# 4606785) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Francisco, CA and has over 20 years of experience in the finance industry.
Martin Troiani (CRD# 5780268) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 13 years of experience in the finance industry.