Rudy
Herrera
Prosperitas Financial, LLC
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About this Advisor
Rudy Herrera is a financial advisor based in Valencia, California, working with Prosperitas Financial, LLC. Rudy has previously held positions at Prosperitas Financial, LLC, College Assurity, and College Planning and Insurance. Rudy is registered to provide services in California. Currently, Rudy is part of Prosperitas Financial, LLC, which operates out of Valencia, California. The firm has 1 office and 15 employees. The firm manages assets totaling $391.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Prosperitas Financial, LLC includes asset-based, hourly, and fixed fees.
Services Offered
Fee Structure
Office Location
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Prosperitas Financial, LLC Brokerage Details
$391,785,314
15
1,655
$236,728
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Rudy Herrera Work History
Prosperitas Financial, LLC
College Assurity
College Planning
Insurance
Disclosures
Please visit the SEC profile of Rudy Herrera 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 Prosperitas Financial, LLC
Valencia, CA
Valencia, CA
Valencia, CA
Las Vegas, NV
Valencia, CA
Valencia, CA
Northridge, CA
Valencia, CA
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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