Carolanne
Chavanne
Prosperity Wealth Planning LLC
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About this Advisor
Carolanne Chavanne is a certified financial planner based out of Long Beach, California with 2 years of industry experience. Chavanne works at Prosperity Wealth Planning LLC. Over the course of their career, Chavanne has held roles at Lpl Financial LLC, Western Federal Credit Union, Prosperity Wealth Planning, LLC and Dynamic Wealth Advisors. Chavanne maintains a Series 63 license, certifying them as a securities agent, and is registered to serve investors in California and Texas. Prosperity Wealth Planning LLC is a registered investment business operating out of Long Beach, CA. It manages $128 million in total assets between its 528 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 528 accounts, 41% are held by high-net-worth clients who have more than $1 million in assets. Prosperity Wealth Planning LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fee schedules usually vary depending on which services are provided. However, fees charged by Prosperity Wealth Planning LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prosperity Wealth Planning LLC Brokerage Details
$128,428,286
4
528
$243,235
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Carolanne Chavanne Work History
Carolanne has been registered as a financial advisor for 2 years.*
Prosperity Wealth Planning, LLC
Prosperity Wealth Planning, LLC
Dynamic Wealth Advisors
Lpl Financial LLC
Western Federal Credit Union
*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 Carolanne Chavanne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Prosperity Wealth Planning LLC
Long Beach, CA
Long Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
