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
5429 Lbj Freeway, Suite 750, Dallas, TX, 75240
Get directionsRegulatory History (1)
Employment Separation After Allegations
September 2014Other Business ActivitiesSells Insurance
Ari is involved in several outside activities, including serving on the finance committee for Magen David Yeshiva, as a board member and treasurer for the Council of Jewish Organizations of Flatbush, a consultant for Alphasights Consulting, a JustWorks agent receiving referral fees for 401k group employee benefits, renting a timeshare, a track and field coach for Yeshiva of Flatbush High School, and a board member of Congregation Shaare Shalom. These activities take up minimal time, ranging from a few hours per week to about 10-20% of his time.