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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
65

Minus sign iconPlus sign icon
  • United States Of America
    65

Prospera Financial Services, Inc.'s Leadership

  • Stylized image of a person
    P. K.
    Vice President Advisory Solutions
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. T.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. B.
    Senior Financial Advisor And Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. D.
    Certified Financial Planner™ & Practice Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. S.
    Financial Advisor. Sr Vp
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. E.
    Senior Vice President Investments
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. B.
    Principal And Senior Vice President Of Sales And Marketing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. U.
    Director Marketing & Business Development
    Phone icon
    Mobile Phone

Prospera Financial Services, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Prospera Financial Services, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. B.
    Senior Financial Advisor And Partner
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    B. D.
    Certified Financial Planner™ & Practice Owner
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    R. T.
    President
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    D. S.
    Financial Advisor. Sr Vp
    Phone icon
    Mobile Phone
    United StatesNew York
    Apr 15, 2026
  • Stylized image of a person
    C. E.
    Senior Vice President Investments
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    P. K.
    Vice President Advisory Solutions
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    S. B.
    Principal And Senior Vice President Of Sales And Marketing
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 16, 2024
  • Stylized image of a person
    K. U.
    Director Marketing & Business Development
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    Q. W.
    Marketing Director
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    S. B.
    Compliance Director
    Phone icon
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is Prospera Financial Services, Inc. known for?

Minus sign iconPlus sign iconProspera Financial Services, Inc. was founded in 1982 operates in the Investment Banking industry. The company's main headquarters is located in 5429 Lbj Freeway Dallas, Texas 75240 United States. 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 . 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 March 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 March 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.
  • Financial Advisor. Sr Vp: D. S.

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