Prosperity Wealth Management, Inc.
Prosperity Wealth Management, Inc. (CRD# 174328) is a financial advisory firm headquartered in San Ramon, CA. They manage $243,370,500 in 1,611 accounts and serve the financial needs of clients across 27 states (or territories).
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Total Assets Under Management243MILLION
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Total Number of Accounts1,611ACCOUNTS
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Average Account Value$151,068
- 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)
AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, WA
Brian Daniels (CRD# 5163560) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in New Brighton, PA and has over 17 years of experience in the finance industry.
Michael Deluca (CRD# 4428054) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Beaver Falls, PA and has over 22 years of experience in the finance industry.
Lloyd Etheredge (CRD# 1350002) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Shreveport, LA and has over 38 years of experience in the finance industry.
Kathleen Fereday (CRD# 2076048) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 29 years of experience in the finance industry.
Matthew Flores (CRD# 6306717) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Port Orchard, WA and has over 9 years of experience in the finance industry.
Lauren Gidley (CRD# 1951920) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 34 years of experience in the finance industry.
Jeffrey Gin (CRD# 4556763) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Morton Grove, IL and has over 21 years of experience in the finance industry.
Stephen Hecker (CRD# 821625) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 21 years of experience in the finance industry.
Joseph Kirlin (CRD# 807273) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 38 years of experience in the finance industry.
Joseph Matusz (CRD# 1970459) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in North Versailles, PA and has over 34 years of experience in the finance industry.