Cpr Financial & Insurance Services, Inc.

Cpr Financial & Insurance Services, Inc. (CRD# 145855) is a financial advisory firm headquartered in Prosper, TX. They manage $31,156,600 in 485 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    485
    ACCOUNTS
  • Average Account Value
    $64,240
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
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 6 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 23 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 20 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 3 years of experience in the finance industry.

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