Prosperity Investment Management Joins LPL Financial
11/14/24, 2:50 PM
Location
chicoIndustry
lending
finance
financial services
Type
partnership
LPL Financial LLC announced that the financial advisors at Prosperity Investment Management have joined LPL Financial’s broker-dealer, RIA, and custodial platforms. Prosperity Investment Management, with approximately $140 million in assets, decided to find a new strategic partner and chose to move their business to LPL Financial due to its industry-leading technology, scale, and commitment to service.
Company Info
Location
chico, california, united states
Additional Info
Prosperity Investment Management is a financial firm based in downtown Chico, Calif., founded by seasoned financial advisor Robert “Rob” B. Anderson, CFP®. The firm offers a broad spectrum of financial services to individuals and business owners, including investment management, financial planning, retirement planning and estate planning.
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Trends
| Raised | Growth The data in the raised column shows reported funding for this location/industry over last 90 days. The data in the growth column indicates the % increase or decrease of the last 90 days vs. the previous 90 days. Please note: one or more large fundings, especially for a location/industry that doesn't historically receive much funding, can have a significant impact on the increase or decrease percentage. | |
|---|---|---|
finance | $4.1 B | 127.5% |
lending | $343.9 M | -58.5% |