Martha
Grimshaw-Killian
Prosperity Capital Advisors
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About this Advisor
Martha Grimshaw-Killian is a financial advisor based in Westlake, Ohio, working with Prosperity Capital Advisors. Martha has previously held positions at Lpl Financial, Td Ameritrade, The Prudential Insurance Company Of America, Pruco Securities, LLC, Pnc Investments, J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc, Centrus Financial Strategies (D.B.A.), and C2P Capital Advisory Group D.B.A. Prosperity Capital Advisors. Martha has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Martha is part of Prosperity Capital Advisors, which operates out of Westlake, Ohio. 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
Martha Grimshaw-Killian Work History
C2P Capital Advisory Group D.B.A. Prosperity Capital Advisors
Centrus Financial Strategies (D.B.A.)
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
The Prudential Insurance Company Of America
Pruco Securities, LLC
Pnc Investments
Td Ameritrade
Lpl Financial
Disclosures
Please visit the SEC profile of Martha Grimshaw-Killian 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
Westlake, OH
South Easton, MA
Westlake, OH
Lake Charles, LA
Westlake, OH
Edwardsville, IL
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.
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