Cpr Financial & Insurance Services, Inc.

Cpr Financial & Insurance Services, Inc. (CRD# 145855) is a financial advisory firm headquartered in Prosper, TX. They manage $24,600,000 in 546 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
603 E. Broadway St, Prosper, TX 75078
http://www.twitter.com/cprinsurance
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    546
    ACCOUNTS
  • Average Account Value
    $45,055
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, LA, TX

Financial Advisors at Cpr Financial & Insurance Services, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Amy Hall, financial advisor Prosper TX
Amy R. Hall
CRD#: 6902608
603 E. Broadway St, Prosper, TX 75078

Amy Hall (CRD# 6902608) is an Investment Advisor Representative working at Cpr Financial & Insurance Services, Inc. in Prosper, TX and has over 5 years of experience in the finance industry.

2
Vincent Lombardo, financial advisor Prosper TX
Vincent R. Lombardo
CRD#: 2801293
603 E. Broadway St, Prosper, TX 75078

Vincent Lombardo (CRD# 2801293) is an Investment Advisor Representative working at Cpr Financial & Insurance Services, Inc. in Prosper, TX and has over 23 years of experience in the finance industry.

3
Manuel Menendez, financial advisor North Miami FL
Manuel Menendez
CRD#: 1992107
1801 Ne 123rd Street, Suite 314, North Miami, FL 33181

Manuel Menendez (CRD# 1992107) is an Investment Advisor Representative working at Cpr Financial & Insurance Services, Inc. in North Miami, FL and has over 19 years of experience in the finance industry.

4
Charles Rosen, financial advisor Prosper TX
Charles P. Rosen
CRD#: 4589137
603 E. Broadway St, Prosper, TX 75078
Charles Rosen (CRD# 4589137) is an Investment Advisor Representative working at Cpr Financial & Insurance Services, Inc. in Frisco, TX and has over 13 years of experience in the finance industry.
5
Asher Ang, financial advisor Prosper TX
Asher P. Ang
CRD#: 7526465
603 E. Broadway St, Prosper, TX 75078

Asher Ang (CRD# 7526465) is an Investment Advisor Representative working at Cpr Financial & Insurance Services, Inc. in Prosper, TX and has over 2 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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