Sarah
Soria
Prosperity Capital Advisors
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About this Advisor
Sarah Soria is a financial advisor based in Grass Valley, California, working with Prosperity Capital Advisors. Sarah has previously held positions at Jim Self Insurance Agency/Horace Mann, Ascent Analysis Group (Self-Employed), Horace Mann Companies, Horace Mann Investors, Inc, Encompass Financial Planning (D.B.A. For Advisory Business), and C2P Capital Advisory Group D.B.A. Prosperity Capital Advisors. Sarah has passed the Series 63 regulatory exam and is registered to provide services in California and Utah. Currently, Sarah is part of Prosperity Capital Advisors, which operates out of Grass Valley, California. The firm has 37 offices and 202 employees. The firm manages assets totaling $2.2 billion 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, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Prosperity Capital Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prosperity Capital Advisors Brokerage Details
$2,245,308,171
202
9,396
$238,964
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Sarah Soria Work History
Encompass Financial Planning (D.B.A. For Advisory Business)
C2P Capital Advisory Group D.B.A. Prosperity Capital Advisors
Jim Self Insurance Agency/Horace Mann
Horace Mann Companies
Horace Mann Investors, Inc
Ascent Analysis Group (Self-Employed)
Disclosures
Please visit the SEC profile of Sarah Soria 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 Capital Advisors
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South Easton, MA
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