Houston
Little

Prospera Financial Services, Inc

CRD#7364458
Investment Advisor
in Colleyville, TX

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About this Advisor

Houston Little is a financial advisor based in Colleyville, Texas, working with Prospera Financial Services, Inc. Houston has previously held positions at Prospera Financial Services, Allied Business Services, Lindenwood University, Santa Barbara City College, and Bishop Dunne Catholic High School. Houston has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Houston is part of Prospera Financial Services, Inc, which operates out of Colleyville, Texas. The firm has 105 offices and 240 employees. The firm manages assets totaling $7.9 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Prospera Financial Services, Inc includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

5209 Heritage Ave Suite 500
Colleyville, TX 76034

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Prospera Financial Services, Inc Brokerage Details

Total Assets Under Management

$7,913,077,866

TX Average: $3,042,739,679
Total Number of Employees

240

TX Average: 49
Total Number of Accounts

20,915

TX Average: 2,315
Average Account Size

$378,345

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Houston Little Work History

2021 - Present (3 years)

Prospera Financial Services

2021 - 2021 (< 1 year)

Allied Business Services

2018 - 2021 (3 years)

Lindenwood University

2016 - 2017 (1 year)

Santa Barbara City College

2013 - 2016 (3 years)

Bishop Dunne Catholic High School

Disclosures

Please visit the SEC profile of Houston Little 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 Financial Services, Inc

Jonathan Fuimaono
Buckeye, AZ
Richard Fennema
Dallas, TX
Anna Houser
Belmont, NC
Tyler Lewis
Laconia, NH
Jed Kutzen
Melrose, MA
Joseph Giardano
Dallas, TX
Charles Evans
Dallas, TX
Ian Wilson
Cincinnati, OH

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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