John
Woodard
Prosperity Capital Advisors
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About this Advisor
John Woodard is a financial advisor based out of Westlake, Ohio, with a total of 10 years of relevant experience. Woodard works at Prosperity Capital Advisors. Woodard has gained experience at Dowd & Associates, Mathewson Associates, John Francis Woodard Jr., Cpa, C2P Capital Advisory Group Dba Prosperity Capital Advisors and Woodard & Clark Tax And Wealth Advisors. Woodard has a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Florida, Massachusetts and Rhode Island. Prosperity Capital Advisors is a registered investment company that has its headquarters in Westlake, OH. The investment advisory business has offices in 26 locations and a total of 143 financial advisors. It has $2 billion in assets across its 7,565 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves three charitable organizations. Of its 7,565 client accounts, just 5% belong to high-net-worth clients who have more than $1 million in assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees usually are based on the type of financial services offered. Fees billed by Prosperity Capital Advisors likely consist 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
John Woodard Work History
John has been registered as a financial advisor for 10 years.*
Woodard & Clark Tax And Wealth Advisors
C2P Capital Advisory Group Dba Prosperity Capital Advisors
Mathewson Associates
John Francis Woodard Jr., Cpa
Dowd & Associates
*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 John Woodard 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
Schererville, IN
Arden, NC
Ft Mitchell, KY
Marietta, GA
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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