Lloyd
Etheredge
Prosperity Wealth Management, Inc
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About this Advisor
Lloyd Etheredge is a financial advisor based out of Shreveport, Louisiana with 3 years of relevant experience. Etheredge works at Prosperity Wealth Management, Inc. Over the course of their career, Etheredge has held roles at Cambridge Investment Research Inc, Cambridge Investment Research Advisors Inc, Lincoln Financial Securities Corporation, Fortune Financial Services, Inc and Prosperity Wealth Management Inc. Etheredge maintains a Series 63 license, which qualifies them as a securities broker, and is approved to operate in Louisiana. Prosperity Wealth Management, Inc is a financial advisory firm operating out of San Ramon, CA. The firm has offices in 42 locations and a total of 50 people on staff. It oversees $217 million in total assets between its 1,330 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,330 client accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in investable assets. The firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules typically are based on which services are provided. Fees billed by Prosperity Wealth Management, Inc most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prosperity Wealth Management, Inc Brokerage Details
$217,168,317
50
1,330
$163,284
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Lloyd Etheredge Work History
Lloyd has been registered as a financial advisor for 3 years.*
Prosperity Wealth Management Inc
Fortune Financial Services, Inc
Lincoln Financial Securities Corporation
Cambridge Investment Research Inc
Cambridge Investment Research Advisors Inc
*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 Lloyd Etheredge 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 Wealth Management, Inc
San Ramon, CA
Shreveport, LA
Souderton, PA
San Ramon, CA
San Diego, CA
San Ramon, CA
Marietta, GA
San Ramon, CA
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