James
Hebert
Prosperity Financial Group, Inc
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About this Advisor
James Hebert is a financial advisor operating in San Ramon, California who has 2 years of industry experience. Hebert is currently employed by Prosperity Financial Group, Inc. Throughout their career, they have worked at Brighton House Associates, LLC, Bha Select Network, LLC, Ep Wealth Advisors, Insight Wealth Strategies, LLC and Prosperity Financial Group, Inc. Hebert holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in California. Prosperity Financial Group, Inc is a financial advisory company based in San Ramon, CA. The company has offices in two locations and a total of eight financial advisors. It oversees $213 million in total assets among its 1,100 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm provides financial advice to two charities and foundations. Of its 1,100 client accounts, just 6% are associated with high-net-worth clients who have greater than $1 million in assets. The firm has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically are based on the type of financial services provided. Fee types billed by Prosperity Financial Group, Inc may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prosperity Financial Group, Inc Brokerage Details
$213,169,347
8
1,100
$193,790
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
James Hebert Work History
James has been registered as a financial advisor for 2 years.*
Prosperity Financial Group, Inc
Insight Wealth Strategies, LLC
Ep Wealth Advisors
Bha Select Network, LLC
Brighton House Associates,LLC
*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 James Hebert 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 Financial Group, Inc
San Francisco, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, 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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