Prosperity Wealth Planning LLC
Prosperity Wealth Planning LLC (CRD# 315163) is a financial advisory firm headquartered in Long Beach, CA. They manage $172,937,293 in 552 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management173MILLION
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Total Number of Accounts552ACCOUNTS
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Average Account Value$313,292
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
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, MI, NE, TX
Financial Advisors at Prosperity Wealth Planning LLC
1
Carolanne Chavanne (CRD# 1767189) is an Investment Advisor Representative working at Prosperity Wealth Planning LLC in Long Beach, CA and has over 31 years of experience in the finance industry.
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