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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Prosperity Financial Group, Inc. financial advisors in California

Every SEC-registered investment adviser representative at a Prosperity Financial Group, Inc. office in California, by city and A to Z.

The short answer

8 registered advisors work at Prosperity Financial Group, Inc. in California, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in San Ramon (8). 2 list the CFP designation and 5 are also registered broker representatives.

Prosperity Financial Group, Inc. advisors by city in California

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San Ramon 8

Prosperity Financial Group, Inc. advisors in California, A to Z

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Questions

How many Prosperity Financial Group, Inc. financial advisors are in California?

8 investment adviser representatives are registered at Prosperity Financial Group, Inc. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.

Where in California does Prosperity Financial Group, Inc. have the most advisors?

San Ramon, with 8. Prosperity Financial Group, Inc. has advisors in 1 city in California.

How do I check a Prosperity Financial Group, Inc. advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Prosperity Financial Group, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.