Who We Work With

Who We Work With

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.

GET STARTED

Ready to deliver holistic financial plans in the best interest of your clients? 
Contact us today to learn more about how to become a PCA advisor today!

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