Prospera Financial Services is an independent broker-dealer firm that provides support to entrepreneurial financial advisors. It emphasizes flexibility, independence, and tailored services for its advisors.

Prospera Financial Services

Prospera Financial | 2,816 followers on LinkedIn. Built by advisors, for advisors | Founded in 1982, Prospera Financial is a company that is focused on service, and based on a strong set of Core Values. By operating with honesty, integrity and an unwavering commitment to the investor, we’re here to support the success of financial professionals — which can lead to success for those they serve.

Member FINRA, SIPC

Managing Director & Financial Advisor at Prospera Financial Services

Alex Shore

Co-CEO, Managing Partner at Prospera Financial Services, Inc.

Tim Edwards

David Stringer

Chris Wigington

Prospera Financial

Every financial advisor should make time to perform a tune-up on their business. In this whitepaper, we will aid in your business tune-up by listing the top 7 things every advisor can be doing to not only position you for the future, but to also be successful. Download our exclusive white paper, Is it Time for a Tune-Up?, to learn more. #financialadvisor #prosperafinancial #independentadvisor #wealthmanagement

Girls just want to have fun! Next stop, NextGen! Tarah Williams had so much fun meeting other women and sharing Prospera's focus on nextgen efforts in the industry with this esteemed panel at the InvestmentNews Women Advisors Summit! Moderator: Lindsey Lewis, MBA, ChFC®, CFP® Speakers: Chelsea Ransom-Cooper, CFP® Emily Promise CFP®, AIF®, CDFA®, CAP®, APMA®, CRPC® Emily Boothroyd, JD, CFP®, CPWA® Tarah Williams

Freedom to grow your business. Freedom to do what is right for your clients. Freedom from a one-size-fits-all megafirm. At Prospera we were built by advisors, for advisors so you’ll be in the driver’s seat and have the freedom to build your practice how you see fit. “Prospera understands that there are many quality ways to perform in our industry and they do everything possible to help you reach your version of success.” – Timothy McLanahan CLU®, ChFC®, AEP®, CPFA™ , Becker Suffern McLanahan, LTD Built by advisors, for advisors. Discover the power of Prospera – over 40 years strong – and experience Success Your Way™.

Today is the day! If you’re attending InvestmentNews Women Advisor Summit New York, be sure to attend the Panel: Next Gen Think Tank: Innovating Client Acquisition and Business Growth. Prospera President and COO, Tarah Williams , will join other industry leaders to discuss the huge changes facing the wealth management industry, what success looks like, and how it can be achieved in this changing environment. The session will cover: •Understanding NextGen perspectives on contemporary business practices and client engagement strategies •Effective digital marketing strategies, including social media, content marketing, and leveraging influencers to attract younger clients •Tailoring financial planning services to meet the specific needs and expectations of younger clients •Strategies for managing rapid growth, effective delegation, and building your team for success Wishing InvestmentNews a great event this week! #prosperafinancial #inwomenadvisorsummit #nextgenadvisors #tarahwilliams

Our Councils: Advanced Planning Council The Advanced Planning Council is an integral committee of advisors who help shape the Prospera Generational Wealth program – Prospera’s high-net-worth and multi-generational client solution. These advisors meet each month to pilot the program, offer feedback, and assess new service partners. At Prospera, the advisor leads the charge and our Advisory Councils ensure we do just that. We actively seek feedback to continue growing a bigger breed of independence, flexibility, and support. Check out all of our councils today! #prosperalife #prosperafinancial

Hello, New York! This Wednesday, Prospera President and COO, Tarah Williams , will take the stage at the InvestmentNews #WomenAdvisorSummit in New York City. During her session, Next Gen Think Tank: Innovating Client Acquisition and Business Growth, Tarah and other industry leaders will focus on the unique perspectives, strategies, and challenges of the next generation of financial advisors, and will explore the modern approach to driving client acquisition and business success. Learn more about the event here: https://lnkd.in/e_CmJt2X

Prospera’s Fundamental #13: Recognizing people doing things right is more effective than pointing out when they do things wrong. Regularly extend meaningful acknowledgment and appreciation. #prosperafinancial #meaningfulappreciation #fundamentalbehaviors

With a historic election around the corner, investors are rightfully nervous about what it means for their financial futures. Advisors have a critical role in helping their clients understand what might happen – and perhaps more importantly – what will not regarding their portfolios and financial plans. Our President and COO, Tarah Williams , outlines how advisors can help clients navigate this complicated and uncertain period in our nation’s history in a new op-ed in Wealth Solutions Report . Thank you, #WSR , for sharing Tarah’s thoughts on the election. https://lnkd.in/gk-BCBEA #WealthManagement #Election #FinancialServices #ProsperaFinancial #WealthSolutionsReport #TarahWilliams

We’re hiring! Prospera Financial is seeking a Supervisory Principal to join the firm’s robust and growing compliance team. This role’s primary responsibilities include supervising the suitability of securities transactions and performing principal review functions for a designated group of advisor offices. Other responsibilities include assistance in the onboarding of new advisors from a compliance standpoint, facilitating advisor training as needed, ensuring firm policies and procedures are followed and comply with rules set forward by regulatory agencies, and more. Prospera is looking for a compliance professional with strong attention to detail, the ability to identify regulatory issues or compliance concerns, excellent problem-solving and follow-up skills, and an eye towards gold standard customer service. Interested in learning more about this position and what licenses are required? Check out our career opportunities page on the Prospera website to learn more or apply today. https://lnkd.in/g8cvRkf5 #prosperafinancial #supervisoryprincipal #nowhiring #financialservicesjobs

news impact assignment basic	general
public peers	general	Nov 9, 2024 8:50 PM	a3a54c09
news daily refresh	general
news processing daily refresh	general
news impact assignment daily	general
news processing basic	general
company summary	general
signals	general	Nov 9, 2024 8:50 PM	80829b23
crunchbase trigger	general	Nov 9, 2024 8:50 PM	0dc74c19
crunchbase profile	general
li profile	general	Nov 9, 2024 8:50 PM	be8788b7
translate crunchbase fundingrounds	general
peers	general	Nov 9, 2024 8:50 PM	2e134a6c
news basic	general	Nov 9, 2024 8:50 PM	c4b1dfd9
bundesanzeiger	filings
merger acquisitions	company_analysis
financials download nd	financials
private financials	financials

PROS

COM:PROSPERAFINANCIAL

Prospera Financial Services