Edward
Suffern
Prospera Financial Services, Inc
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About this Advisor
Edward Suffern is a certified financial planner working out of Mandeville, Louisiana with 5 years of industry experience. Suffern currently works for Prospera Financial Services, Inc. The advisor has gained experience at Trey Yuen Cuisine Of China, Copeland'S Of New Orleans, Blackbaud and Becker Suffern Mclanahan LTD. Suffern holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Louisiana. Prospera Financial Services, Inc is a financial advisory company based in Dallas, TX. The investment advisory business has offices in 105 locations and a total of 242 advisors. It controls $6 billion in assets under management across its 18,852 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 76 charities and foundations. Of its 18,852 customer accounts, 34% are associated with high-net-worth investors who have at least $1 million in investable assets. Prospera Financial Services, Inc provides 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. Financial advisory fees usually vary depending on which services the firm provides the client. However, fee types billed by Prospera Financial Services, Inc most likely include any blend of asset-based, hourly, fixed, commission-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prospera Financial Services, Inc Brokerage Details
$5,921,456,412
242
18,852
$314,102
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
Edward Suffern Work History
Edward has been registered as a financial advisor for 5 years.*
Becker Suffern Mclanahan LTD
Blackbaud
Copeland'S Of New Orleans
Trey Yuen Cuisine Of China
*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 Edward Suffern 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
Dallas, TX
Colchester, CT
Clarkston, MI
Macon, GA
Dallas, TX
Crown Point, IN
Belmont, NC
Dallas, TX
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.
