Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prospera Financial Services offers a variety of advisory programs, each with its own fee structure. These programs include Summit Advisory Program, Summit RBC Advisory Program, Summit Schwab Advisory Program, Summit-OP Advisory Program, Prospera Financial Planning Program, PFS Models Program, Advisor as Portfolio Manager (APM) Program, Separately Managed Account (SMA) Program, Unified Managed Account (UMA) Program, Private Investment Management (PIM) Program, Asset Advisor Program, Private Advisor Network (Network), CustomChoice, FundSource and Pathways Program. Fees vary depending on the program selected and the services provided. Financial planning services are available for a separate charge.
Areas of Practice
Advisor Information
Office location
5100 Poplar Ave, Suite 1501, Memphis, TN, 38137
Get directionsRegulatory History (2)
Customer Dispute
June 2010Customer Dispute
April 1997Other Business ActivitiesSells Insurance
Albert provides fiduciary consulting services through Wunderlich & Company, dedicating full-time hours to this role. He also works as an affiliated broker for Summit Settlement Services, placing structured settlement annuity business and spending a few hours per week on this activity.