Christopher
Carrillo
Prosperity Wealth Management, Inc
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About this Advisor
Christopher Carrillo is a financial advisor based in San Ramon, California, working with Prosperity Wealth Management, Inc. Christopher has previously held positions at Countertop Total Transformation, LLC, Mml Investors Services, Massmutual Financial Group, National Planning Corporation, Sii, Prosperity Wealth Management, Inc, and Fortune Financial Services, Inc. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri. Currently, Christopher is part of Prosperity Wealth Management, Inc, which operates out of San Ramon, California. The firm has 46 offices and 50 employees. The firm manages assets totaling $243.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Prosperity Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prosperity Wealth Management, Inc Brokerage Details
$243,370,500
50
1,611
$151,068
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Christopher Carrillo Work History
Prosperity Wealth Management, Inc
Fortune Financial Services, Inc
Sii
National Planning Corporation
Mml Investors Services
Massmutual Financial Group
Countertop Total Transformation, LLC
Disclosures
Please visit the SEC profile of Christopher Carrillo 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 Management, Inc
Souderton, PA
Port Orchard, WA
San Ramon, CA
San Ramon, CA
Shreveport, LA
Marietta, GA
San Ramon, CA
San Diego, CA
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