Prosperity Wealth Management, Inc.
Prosperity Wealth Management, Inc. (CRD# 174328) is a financial advisory firm headquartered in San Ramon, CA. They manage $243,370,500 in 1,611 accounts and serve the financial needs of clients across 27 states (or territories).
-
Total Assets Under Management243MILLION
-
Total Number of Accounts1,611ACCOUNTS
-
Average Account Value$151,068
- 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
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, WA
Michael McPeek (CRD# 1715323) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Sylvania, OH and has over 31 years of experience in the finance industry.
Ronald Merrill (CRD# 1358459) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Waterville, ME and has over 38 years of experience in the finance industry.
Bruce Musselman (CRD# 2799298) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Cocoa, FL and has over 27 years of experience in the finance industry.
Matthew Obrien (CRD# 836764) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Rocky Hill, CT and has over 32 years of experience in the finance industry.
Richard Pankowski (CRD# 725933) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Pittsburg, PA and has over 42 years of experience in the finance industry.
Brian Pilon (CRD# 363666) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Pipersville, PA and has over 19 years of experience in the finance industry.
Jim Pulley (CRD# 2641009) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Wichita Falls, TX and has over 28 years of experience in the finance industry.
Thomas Rutter (CRD# 2043254) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Schwenksville, PA and has over 34 years of experience in the finance industry.
Brian Samuels (CRD# 2740398) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Diego, CA and has over 27 years of experience in the finance industry.
Donn Sinclair (CRD# 1752856) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Rock Hill, SC and has over 36 years of experience in the finance industry.