Catherine
Reid
Prosperity Capital Advisors
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About this Advisor
Catherine Reid is a financial advisor based in Arden, North Carolina, working with Prosperity Capital Advisors. Catherine has previously held positions at Prosperity Capital Advisors, Mercap Securities, LLC, Innovation Partners LLC, and Infinity Wealth Management, Inc. Catherine has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Catherine is part of Prosperity Capital Advisors, which operates out of Arden, North Carolina. 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
Services Offered
Fee Structure
Office Location
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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
Catherine Reid Work History
Innovation Partners LLC
Prosperity Capital Advisors
Infinity Wealth Mangement, Inc
Mercap Securities, LLC
Mercap Securities, LLC
Disclosures
Please visit the SEC profile of Catherine Reid 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
Westlake, OH
Arden, NC
Arden, NC
Westlake, OH
Edwardsville, IL
Lake Charles, LA
Westlake, OH
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