Glen
Pier
Prosperity Capital Advisors
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About this Advisor
Glen Pier is a financial advisor working in Arden, North Carolina who has 11 years of relevant experience. Pier currently works for Prosperity Capital Advisors. The advisor has gained experience at Infinity Retirement, Mercap Securities, LLC, C2P Capital Advisory Group D.B.A. Prosperity Capital Advisors, Royal Pines, The Avatar Course, The Estate Plan, Pier Properities, LLC and Infinity Wealth Management, Inc. Pier has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and North Carolina. Prosperity Capital Advisors is a firm based in Westlake, OH. It has offices in 26 locations and a total of 143 financial advisors. It controls $2 billion in total assets between its 7,565 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to three charities and foundations. Of its 7,565 customer accounts, just 5% are held by high-net-worth clients who have greater than $1 million in assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fees largely depend on which services the firm provides the client. However, fees billed by Prosperity Capital Advisors 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 Capital Advisors Brokerage Details
$1,712,428,969
143
7,565
$226,362
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
- Other
Glen Pier Work History
Glen has been registered as a financial advisor for 11 years.*
C2P Capital Advisory Group D.B.A. Prosperity Capital Advisors
Infinity Wealth Management, Inc
Royal Pines
The Estate Plan
Pier Properities, LLC
Infinity Retirement
The Avatar Course
Mercap Securities, LLC
*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 Glen Pier 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
Arden, NC
Schererville, IN
Ft Mitchell, KY
Westlake, OH
Westlake, OH
Westlake, OH
Westlake, OH
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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