Prosperity Capital Advisors
Prosperity Capital Advisors (CRD# 156480) is a financial advisory firm headquartered in Westlake, OH. They manage $2,245,308,171 in 9,396 accounts and serve the financial needs of clients across 36 states (or territories).
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Total Assets Under Management2,245MILLION
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Total Number of Accounts9,396ACCOUNTS
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Average Account Value$238,964
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA
Derrick Gibbs (CRD# 7212277) is an Investment Advisor Representative working at Prosperity Capital Advisors in Saint Louis, MO and has 1 year of experience in the finance industry.
Jake Giles (CRD# 7119322) is an Investment Advisor Representative working at Prosperity Capital Advisors in Arden, NC and has over 2 years of experience in the finance industry.
John Jones (CRD# 7625391) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has 1 year of experience in the finance industry.
Brendan Kelly (CRD# 7687243) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has 1 year of experience in the finance industry.
Zachary Leonard (CRD# 7691090) is an Investment Advisor Representative working at Prosperity Capital Advisors in Rocky Mount, NC and has 1 year of experience in the finance industry.
Marie Madarasz (CRD# 5426667) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 6 years of experience in the finance industry.
Amos Madison (CRD# 5853474) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 8 years of experience in the finance industry.
Scott Nolen (CRD# 2357870) is an Investment Advisor Representative working at Prosperity Capital Advisors in Saint Louis, MO and has over 6 years of experience in the finance industry.
Joseph Overfield (CRD# 7659942) is an Investment Advisor Representative working at Prosperity Capital Advisors in Gahanna, OH and has 1 year of experience in the finance industry.
Thomas Ponce (CRD# 6538763) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 2 years of experience in the finance industry.