Deborah
Cundiff
Prosperity Capital Advisors
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About this Advisor
Deborah Cundiff is a financial advisor operating in Schererville, Indiana who has 6 years of industry experience. Cundiff works at Prosperity Capital Advisors. During their career, the advisor has held roles at Nwi Ent & Sinus Center, Edward Jones, Innovation Partners LLC, C2P Capital Advisory Group Dba Prosperity Capital Advisors, Hammer Financial Group and Mercap Securities, LLC. Cundiff holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to operate in Illinois and Indiana. Prosperity Capital Advisors is a financial advisory firm operating out of Westlake, OH. It has offices in 26 locations and a total of 143 employees. It handles $2 billion in assets between its 7,565 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advice to three charitable organizations. Of its 7,565 client accounts, just 5% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely depend on which services are offered. However, fee types charged by Prosperity Capital Advisors can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prosperity Capital Advisors Brokerage Details
$1,712,428,969
143
7,565
$226,362
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
- Other
Deborah Cundiff Work History
Deborah has been registered as a financial advisor for 6 years.*
Innovation Partners LLC
C2P Capital Advisory Group Dba Prosperity Capital Advisors
Hammer Financial Group
Mercap Securities, LLC
Edward Jones
Nwi Ent & Sinus Center
*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 Deborah Cundiff 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
Arden, NC
Westlake, OH
Westlake, OH
Schererville, IN
Ft Mitchell, KY
Saint Louis, MO
Westlake, OH
Westlake, OH
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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