Ted
Prosser
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Ted Prosser is a financial advisor who works out of Birmingham, Alabama, with a total of 7 years of relevant experience. Prosser currently works for Tiaa-Cref Individual & Institutional Services, LLC. Prosser has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Forethought Distributors, LLC, Forethought Financial Services Inc, Global Atlantic Financial Company, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and Capital Investment Management, Inc. Prosser maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Alabama, Massachusetts, Nebraska and Washington. Tiaa-Cref Individual & Institutional Services, LLC is a firm that has its headquarters in New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 financial advisors. It controls $31 billion in total assets among its 76,892 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 22 charitable organizations. Of its 76,892 client accounts, 62% are associated with high-net-worth investors who have more than $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually are based on the financial services. However, fee types billed by Tiaa-Cref Individual & Institutional Services, LLC likely are comprised of any blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$30,906,830,115
1,235
76,892
$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Ted Prosser Work History
Ted has been registered as a financial advisor for 7 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Global Atlantic Financial Company
Capital Investment Management, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Forethought Distributors, LLC
Forethought Financial Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ted Prosser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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