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).

By the Numbers
  • Total Assets Under Management
    213
    MILLION
  • Total Number of Accounts
    1,100
    ACCOUNTS
  • Average Account Value
    $193,790
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, ID, LA, NJ, NV, NY, OR, PA, TX, WA

Financial Advisors at Prosperity Financial Group, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Charles A. Ballweg
CRD#: 2835534
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583

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.

2
Cesar B. Dantes
CRD#: 1470508
2333 San Ramon Valley Blvd., 200, San Ramon, CA 94583

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.

3
Henry A. Fanger
CRD#: 811525
2333 San Ramon Valley Blvd., 200, San Ramon, CA 94583

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.

4
Jamie G. Hargrave
CRD#: 3006122
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583

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.

5
James D. Hebert
CRD#: 6469554
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583

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.

6
Elliot H. Kallen
CRD#: 2384508
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583

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.

7
Emmett C. Peck
CRD#: 3052579
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583

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.

8
Ankit Sahu
CRD#: 4606785
San Francisco, CA

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.

9
Martin A. Troiani
CRD#: 5780268
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583

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.

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