Holly
Gooch
Prospera Private Wealth, LLC
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About this Advisor
Holly Gooch is a financial advisor based in Oklahoma City, Oklahoma, working with Prospera Private Wealth, LLC. Holly has previously held positions at Wells Fargo Clearing Services, LLC, Church Of Christ - South Yukon, Shelley Marburger, Court Reporter, and Reuter James Wealth Management. Holly has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Holly is part of Prospera Private Wealth, LLC, which operates out of Oklahoma City, Oklahoma. The firm has 3 employees and manages assets totaling $470.1 million. The firm 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, pension consulting services, and selection of other advisers. The fee structure at Prospera Private Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prospera Private Wealth, LLC Brokerage Details
$470,115,035
3
1,279
$367,565
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Holly Gooch Work History
Reuter James Wealth Management
Church Of Christ - South Yukon
Shelley Marburger, Court Reporter
Wells Fargo Clearing Services, LLC
Disclosures
Please visit the SEC profile of Holly Gooch 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 Prospera Private Wealth, LLC
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
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