Who We Work With
Prosperity Capital Advisors is an SEC registered investment adviser that works with a select group of investment adviser representatives to help them grow in their planning and investment capabilities.
If you’re an Investment Advisor Representative interested in one or more of the following:
- Obtaining my Series 65 and/or to offer fee-based planning
- Back office training and support to run an efficient investment advisory business
- Financial planning training to gather more assets under management
- The Bucket Plan® Best Interest Planning Process
- Building a holistic financial plan
- Monetizing your wisdom by charging a planning fee
- Working with an open architecture RIA
Prosperity Capital Advisors may be the right home for you.