Troy
Stine

Prosperity Capital Advisors

CRD#3199358
Investment Advisor
in Lake Charles, LA

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About this Advisor

Troy Stine is a financial advisor based in Lake Charles, Louisiana, working with Prosperity Capital Advisors. Troy has previously held positions at J.W. Cole Advisors, Inc, J.W. Cole Financial, Inc, Stine Tax Wealth Planning, LLC (D.B.A. For Advisor Business), and C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors. Troy has passed the Series 63 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Troy is part of Prosperity Capital Advisors, which operates out of Lake Charles, Louisiana. 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.

Certifications and Registrations

Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

800 Ryan Street, Suite 200
Lake Charles, LA 70601

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Prosperity Capital Advisors Brokerage Details

Total Assets Under Management

$2,245,308,171

LA Average: $2,106,341,625
Total Number of Employees

202

LA Average: 34
Total Number of Accounts

9,396

LA Average: 1,972
Average Account Size

$238,964

LA Average: $1,068,125

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

Troy Stine Work History

2023 - Present (1 year)

Stine Tax Wealth Planning, LLC (D.B.A. For Advisor Business)

2023 - Present (1 year)

C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors

2014 - 2023 (9 years)

J.W. Cole Advisors, Inc

2014 - 2023 (9 years)

J.W. Cole Financial, Inc

Disclosures

Please visit the SEC profile of Troy Stine 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

Derrick Gibbs
Westlake, OH
Grace Nicholson
Westlake, OH
Giancarlo Capodanno
Westlake, OH
Jake Giles
Arden, NC
Thomas Ponce
Edwardsville, IL
Catherine Reid
Arden, NC
Cheryl Bush
South Easton, MA
Eric Langenfeld
Westlake, OH

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