Joseph
Kirlin

Prosperity Wealth Management, Inc

CRD#807273
Investment Advisor
in San Ramon, CA

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About this Advisor

Joseph Kirlin is a financial advisor based in San Ramon, California, working with Prosperity Wealth Management, Inc. Joseph has previously held positions at Kirlin Assoc, Fortune Financial Services, Inc, and Prosperity Wealth Management, LLC. Joseph has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, Joseph 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

Series 63, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2333 San Ramon Valley Blvd. Suite 200
San Ramon, CA 94583

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Prosperity Wealth Management, Inc Brokerage Details

Total Assets Under Management

$243,370,500

CA Average: $7,578,581,321
Total Number of Employees

50

CA Average: 43
Total Number of Accounts

1,611

CA Average: 3,727
Average Account Size

$151,068

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Joseph Kirlin Work History

2017 - Present (8 years)

Prosperity Wealth Management, LLC

2012 - Present (13 years)

Fortune Financial Services, Inc

1981 - Present (44 years)

Kirlin Assoc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Joseph Kirlin 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

Craig Wisner
Souderton, PA
Hugh Cannon
San Ramon, CA
Matthew Flores
Port Orchard, WA
Lloyd Etheredge
Shreveport, LA
Tony Sonsini
San Ramon, CA
Brian Samuels
San Diego, CA
Kathleen Fereday
San Ramon, CA
Joseph D'Urso
Marietta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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