Robert
Skinner

Prosperity Wealth Management, Inc

CRD#713347
Investment Advisor
in Seattle, WA

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About this Advisor

Robert Skinner is a chartered financial consultant working in Seattle, Washington with a total of 3 years of relevant experience. Skinner is currently employed by Prosperity Wealth Management, Inc. Over the course of their career, Skinner has held roles at Securities America, Inc, Usadvisors Wealth Management, LLC, Woodstone Financial Services, Inc, Prosperity Wealth Management, Inc and Fortune Financial Services, Inc. Skinner maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to serve investors in Washington. Prosperity Wealth Management, Inc is a company operating out of San Ramon, CA. The firm has offices in 42 locations and a total of 50 advisors. It manages $217 million in total assets between its 1,330 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,330 accounts, just 4% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Prosperity Wealth Management, Inc has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely are based on which services the firm provides the client. Fee types billed by Prosperity Wealth Management, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Seattle, WA

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Prosperity Wealth Management, Inc Brokerage Details

Total Assets Under Management

$217,168,317

WA Average: $7,578,581,321
Total Number of Employees

50

WA Average: 43
Total Number of Accounts

1,330

WA Average: 3,727
Average Account Size

$163,284

WA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Robert Skinner Work History

Robert has been registered as a financial advisor for 3 years.*

2018 - Present (6 years)

Prosperity Wealth Management, Inc

2018 - Present (6 years)

Fortune Financial Services, Inc

2007 - Present (17 years)

Woodstone Financial Services, Inc

2012 - 2018 (6 years)

Usadvisors Wealth Management, LLC

2009 - 2018 (9 years)

Securities America, Inc

*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 Robert Skinner 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 Wealth Management, Inc

Christopher Allen
San Ramon, CA
Lloyd Etheredge
Shreveport, LA
Kathleen Fereday
San Ramon, CA
Brian Samuels
San Diego, CA
Craig Wisner
Souderton, PA
Tony Sonsini
San Ramon, CA
Joseph D'Urso
Marietta, GA
Christopher Carrillo
San Ramon, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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