Richard
Dunnett
Prosperity Capital Advisors
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About this Advisor
Richard Dunnett is a financial advisor based in Schererville, Indiana, working with Prosperity Capital Advisors. Richard has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, N.A, Hammer Financial Group (D.B.A. For Advisory Business), C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors, Transamerica, Innovation Partners LLC, and Mercap Securities, LLC. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and Indiana. Currently, Richard is part of Prosperity Capital Advisors, which operates out of Schererville, Indiana. 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.
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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
Richard Dunnett Work History
Innovation Partners LLC
Hammer Financial Group (D.B.A. For Advisory Business)
C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors
Transamerica
Mercap Securities, LLC
Morgan Stanley Private Bank, N.A
Morgan Stanley
Disclosures
Please visit the SEC profile of Richard Dunnett 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
Westlake, OH
South Easton, MA
Lake Charles, LA
Arden, NC
Westlake, OH
Westlake, OH
Westlake, OH
Westlake, OH
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