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Prospera Financial Services, Inc. Employee Directory

Investment BankingTexas, United States2-10 Employees

Prospera Financial Services, Inc. is a boutique broker-dealer operating in the investment banking space, focused on providing commitment, agility, independence, flexibility, and support to entrepreneurial financial advisors. Based in Dallas, Texas, the firm serves a niche market of independent advisors seeking a flexible platform to operate within, including services such as retirement planning support and succession resources, with recent initiatives extending to a family office program for UHNW clients. The company emphasizes its role as a partner that enables advisers to maintain independence while leveraging open-architecture resources and regulatory-compliant offerings, positioning itself as a specialized alternative within the broader advisory ecosystem. In recent developments, Prospera announced a partnership with Idea Decanter to enhance video marketing capabilities for financial professionals, reflecting its approach to expanding services and collaboration within the industry.

Find Prospera Financial Services, Inc. employees' phone numbers or email addresses

Prospera Financial Services, Inc. Global Highlights

Location
Employees

North America
68

Minus sign iconPlus sign icon
  • United States Of America
    68

Prospera Financial Services, Inc.'s Leadership

  • Vice President Advisory Solutions at Prospera Financial Services, Inc.
    P. K.
    Vice President Advisory Solutions
    Mobile Phone
  • President at Prospera Financial Services, Inc.
    R. T.
    President
    Mobile Phone
  • Senior Financial Advisor And Partner at Prospera Financial Services, Inc.
    B. B.
    Senior Financial Advisor And Partner
    Mobile Phone
  • Certified Financial Planner™ & Practice Owner at Prospera Financial Services, Inc.
    B. D.
    Certified Financial Planner™ & Practice Owner
    Mobile Phone
  • Senior Vice President Investments at Prospera Financial Services, Inc.
    C. E.
    Senior Vice President Investments
    Mobile Phone
  • Director Marketing & Business Development at Prospera Financial Services, Inc.
    K. U.
    Director Marketing & Business Development
    Mobile Phone
  • Marketing Director at Prospera Financial Services, Inc.
    Q. W.
    Marketing Director
    Mobile Phone
  • Compliance Director at Prospera Financial Services, Inc.
    S. B.
    Compliance Director
    Mobile Phone

Prospera Financial Services, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Prospera Financial Services, Inc.

Name
Title
Contact
Location
Last Update
  • Senior Financial Advisor And Partner at Prospera Financial Services, Inc.
    B. B.
    Senior Financial Advisor And Partner
    Mobile Phone
    Oct 22, 2024
  • Certified Financial Planner™ & Practice Owner at Prospera Financial Services, Inc.
    B. D.
    Certified Financial Planner™ & Practice Owner
    Mobile Phone
    Jun 08, 2026
  • President at Prospera Financial Services, Inc.
    R. T.
    President
    Mobile Phone
    Oct 21, 2024
  • Senior Vice President Investments at Prospera Financial Services, Inc.
    C. E.
    Senior Vice President Investments
    Mobile Phone
    Jun 25, 2026
  • Vice President Advisory Solutions at Prospera Financial Services, Inc.
    P. K.
    Vice President Advisory Solutions
    Mobile Phone
    Sep 08, 2026
  • Director Marketing & Business Development at Prospera Financial Services, Inc.
    K. U.
    Director Marketing & Business Development
    Mobile Phone
    Oct 22, 2024
  • Marketing Director at Prospera Financial Services, Inc.
    Q. W.
    Marketing Director
    Mobile Phone
    Oct 22, 2024
  • Compliance Director at Prospera Financial Services, Inc.
    S. B.
    Compliance Director
    Mobile Phone
    Jun 08, 2026
  • Senior Portfolio Manager at Prospera Financial Services, Inc.
    A. C.
    Senior Portfolio Manager
    Mobile Phone
    Oct 22, 2024
  • District Business Manager at Prospera Financial Services, Inc.
    B. S.
    District Business Manager
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Prospera Financial Services, Inc. known for?

Minus sign iconPlus sign iconProspera Financial Services, Inc. was founded in 1982 and operates in the Investment Banking industry. Explore Prospera Financial Services, Inc.'s company overview page for more information.

What is Prospera Financial Services, Inc.'s most common email format?

Minus sign iconPlus sign iconProspera Financial Services, Inc. employees' email format typically follows the pattern of First.Last@prosperafinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Prospera Financial Services, Inc. email formats with LeadIQ.

How many employees does Prospera Financial Services, Inc. have currently?

Minus sign iconPlus sign iconProspera Financial Services, Inc. has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Prospera Financial Services, Inc.'s key employees and leadership?

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As of August 2026, Prospera Financial Services, Inc.'s key employees include:

  • Vice President Advisory Solutions: P. K.
  • President: R. T.
  • Senior Financial Advisor And Partner: B. B.
  • Certified Financial Planner™ & Practice Owner: B. D.
  • Senior Vice President Investments: C. E.

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