Prosperity Investment Advisors, Inc.

Prosperity Investment Advisors, Inc. (CRD# 148473) is a financial advisory firm headquartered in , . They manage $12,000,000 in 44 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://prosperityia.com
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $272,727
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Prosperity Investment Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Stephanie Burris, financial advisor Longmont CO
Stephanie L. Burris
CRD#: 4974018
Longmont, CO

Stephanie Burris (CRD# 4974018) is an Investment Advisor Representative working at Prosperity Investment Advisors, Inc. in Longmont, CO and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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