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).

By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    552
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

AZ, CA, MI, NE, TX

Financial Advisors at Prosperity Wealth Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Carolanne M. Chavanne
CRD#: 1767189
3780 Kilroy Airport Way, Suite 200, Long Beach, CA 90806

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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