Troy
Stine

Prosperity Capital Advisors

CRD#3199358
Investment Advisor
in Lake Charles, LA

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

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

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started