Cpr Financial & Insurance Services, Inc.

Cpr Financial & Insurance Services, Inc. (CRD# 145855) is a financial advisory firm headquartered in Prosper, TX. They manage $18,787,700 in 377 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    377
    ACCOUNTS
  • Average Account Value
    $49,835
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 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 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 22 years of experience in the finance industry.

3
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 18 years of experience in the finance industry.

4
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 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.

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