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

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  • United States Of America
    65

Prospera Financial Services, Inc.'s Leadership

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    P. K.
    Vice President Advisory Solutions
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    R. T.
    President
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    B. B.
    Senior Financial Advisor And Partner
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    B. D.
    Certified Financial Planner™ & Practice Owner
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    D. S.
    Financial Advisor. Sr Vp
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    C. E.
    Senior Vice President Investments
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    S. B.
    Principal And Senior Vice President Of Sales And Marketing
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    K. U.
    Director Marketing & Business Development
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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
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    A. C.
    Senior Portfolio Manager
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    Oct 22, 2024
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    B. S.
    District Business Manager
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    Oct 23, 2024
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    B. A.
    General Manager
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    Oct 17, 2024
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    C. S.
    Relationship Manager/Practice Management Consultant
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    Oct 16, 2024
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    J. R.
    Fixed Income Trading Manager
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    Oct 23, 2024
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    K. M.
    Marketing Manager
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    May 12, 2025
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    N. P.
    Compliance Manager
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    Aug 03, 2024
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    R. B.
    Customer Business Unit Manager
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    Jun 08, 2026
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    W. S.
    Operations Manager
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    Oct 22, 2024
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    A. L.
    Products & Services Senior Specialist
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    May 02, 2024

Frequently Asked Questions

What is Prospera Financial Services, Inc. known for?

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Prospera 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?

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Prospera 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?

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Prospera 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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