Elizabeth
Fisher

Prospera Financial Services, Inc

CRD#4811289
Investment Advisor
in Punta Gorda, FL

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About this Advisor

Elizabeth Fisher is a financial advisor who works out of Punta Gorda, Florida. Fisher is an employee of Prospera Financial Services, Inc. Their career trajectory has included roles at Wells Fargo Advisors LLC, Wells Fargo Advisors Financial Network, LLC and Prospera Financial Services Inc. Fisher maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Prospera Financial Services, Inc is an advisory business based in Dallas, TX. The company has offices in 105 locations and a total of 242 employees. It manages $6 billion in total assets across its 18,852 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 76 charities and foundations. Of its 18,852 customer accounts, 34% are associated with high-net-worth clients who have more than $1 million in assets. Prospera Financial Services, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice usually vary depending on which services are offered. However, fees billed by Prospera Financial Services, Inc likely consist of some combination of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

2705 Tamiami Trail
Punta Gorda, FL 33950

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Prospera Financial Services, Inc Brokerage Details

Total Assets Under Management

$5,921,456,412

FL Average: $3,042,739,679
Total Number of Employees

242

FL Average: 49
Total Number of Accounts

18,852

FL Average: 2,315
Average Account Size

$314,102

FL Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Elizabeth Fisher Work History

Elizabeth has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Prospera Financial Services Inc

2014 - 2023 (9 years)

Wells Fargo Advisors Financial Network, LLC

2009 - 2014 (5 years)

Wells Fargo Advisors 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 Elizabeth Fisher 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 Prospera Financial Services, Inc

Jeremy Day
Dallas, TX
Tyler Lewis
Colchester, CT
Mark Eriksen
Clarkston, MI
John Crook
Macon, GA
Caryn Borden
Dallas, TX
Luke Tolson
Grapevine, TX
Jason Steele
Dallas, TX
Jonathan Fuimaono
Buckeye, AZ

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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