Michael
Calco
Prosperity Wealth Management, Inc
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About this Advisor
Michael Calco is a financial advisor based in San Ramon, California, working with Prosperity Wealth Management, Inc. Michael has previously held positions at Self-Employment, Sii Investments, Inc, and Prosperity Wealth Management, Inc. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Ohio. Currently, Michael 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
Michael Calco Work History
Prosperity Wealth Management, Inc
Sii Investments, Inc
Self-Employment
Disclosures
Please visit the SEC profile of Michael Calco 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
San Ramon, CA
Souderton, PA
Port Orchard, WA
Shreveport, LA
San Ramon, CA
San Ramon, CA
Marietta, GA
San Diego, CA
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