Want to claim this profile?
As a company, you can create a free GFM Directory listing to customize your brand profile, highlight your offerings, and showcase your latest achievements.

About Prospera Financial

Prospera Financial Services is a boutique broker-dealer firm based in Dallas, Texas, established in 1982. The company supports a nationwide network of independent financial advisors, emphasizing independence, flexibility, and tailored support to help advisors achieve their unique definitions of success. Prospera offers a variety of services designed for independent financial advisors, including brokerage services, investment advisory services, and practice management tools. Their CRM and practice management tool, "COREngine," built on Salesforce.com, helps advisors manage their businesses efficiently. The firm collaborates with various independent financial advisors and firms across the U.S., including Cascade Wealth Management, LiveOak Wealth Advisors, and Becker Suffern McLanahan. Recognized for its excellence, Prospera has received multiple awards, including Broker-Dealer of the Year by Investment Advisor Magazine and several accolades from WealthManagement.com. The company also fosters a strong workplace culture, recently being named a Top Workplace in the Dallas-Fort Worth area in 2024.

Articles About Prospera Financial