Prospera Financial Services, Inc.
Prospera Financial Services, Inc. (CRD# 10740) is a financial advisory firm headquartered in Dallas, TX. They manage $7,913,077,866 in 20,915 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management7,913MILLION
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Total Number of Accounts20,915ACCOUNTS
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Average Account Value$378,345
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Dennis Foegen (CRD# 2880552) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Dallas, TX and has over 26 years of experience in the finance industry.
Robin Foreman (CRD# 1529728) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Cumberland, MD and has over 37 years of experience in the finance industry.
Brian Fox (CRD# 3243082) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Dallas, TX and has over 24 years of experience in the finance industry.
Carolyn French (CRD# 1402870) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Lafayette, LA and has over 38 years of experience in the finance industry.
Jonathan Fuimaono (CRD# 6784638) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Buckeye, AZ and has over 5 years of experience in the finance industry.
Matthew Gaspar (CRD# 5772487) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Paradise Valley, AZ and has over 13 years of experience in the finance industry.
Kathleen Gerhardt (CRD# 2691217) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Dallas, TX and has over 28 years of experience in the finance industry.
Joseph Giardano (CRD# 5683083) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Dallas, TX and has over 14 years of experience in the finance industry.
Travis Godley (CRD# 3211971) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Lafayette, LA and has over 24 years of experience in the finance industry.
Michael Goff (CRD# 3111858) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Lafayette, LA and has over 25 years of experience in the finance industry.