Robert
Skinner

Prosperity Wealth Management, Inc

CRD#713347
Investment Advisor
in Seattle, WA
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About this Advisor

Robert Skinner is a financial advisor located in Seattle, Washington. Currently a registered financial advisor at Prosperity Wealth Management, Inc, they have accumulated 11 years of experience as a registered investment advisor. Skinner holds Series 63 and Series 66 licenses, which qualify them as a securities representative. Skinner is registered to serve investors based out of Washington. During their career, the advisor has held roles at Financial Network, Securities America, Inc, Securities America Advisors, Inc, Usadvisors Wealth Management, LLC, Woodstone Financial Services, Inc, Fortune Financial Services, Inc and Prosperity Wealth Management, Inc. Prosperity Wealth Management, Inc is located in Seattle, Washington, and operates out of 37 other offices in the United States. In total, Prosperity Wealth Management, Inc manages $112 million in assets throughout 700 client accounts and retains more than 50 people. The firm's total assets under management makes it one of the mid-sized firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the advisory firm's 700 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Prosperity Wealth Management, Inc provides financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

Seattle, WA

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Prosperity Wealth Management, Inc Brokerage Details

Total Assets Under Management

$202,937,313

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

50

WA Average: 43
Total Number of Accounts

800

WA Average: 3,727
Average Account Size

$253,672

WA Average: $2,033,427

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Investment Advisory Services

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

Robert Skinner Work History

Robert has 11 years of experience.

2018 - Present (1 year)

Fortune Financial Services, Inc

2018 - Present (1 year)

Prosperity Wealth Management, Inc

2007 - Present (12 years)

Woodstone Financial Services, Inc

2012 - 2018 (6 years)

Usadvisors Wealth Management, LLC

2009 - 2018 (9 years)

Securities America, Inc

2009 - 2012 (3 years)

Securities America Advisors, Inc

2007 - 2009 (2 years)

Financial Network

Disclosures

Robert Skinner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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