Tyler
Huck

Prosperity Capital Advisors

CRD#5994720
Investment Advisor
in Cumming, GA

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About this Advisor

Tyler Huck is a financial advisor based in Cumming, Georgia, working with Prosperity Capital Advisors. Tyler has previously held positions at Oxygen Financial, Investacorp Inc, Nfp Advisor Services, LLC, Kestra Investment Services, LLC, Kestra Advisory Services, LLC, C2P Capital Advisory Group LLC Dba Prosperity Capital Advisors, and Arseneau Advisory Group, LLC (D.B.A. For Advisory Business). Tyler has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Georgia. Currently, Tyler is part of Prosperity Capital Advisors, which operates out of Cumming, Georgia. The firm has 37 offices and 202 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Prosperity Capital Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5822 N. Vickery St.
Cumming, GA 30040

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Prosperity Capital Advisors Brokerage Details

Total Assets Under Management

$2,245,308,171

GA Average: $2,106,341,625
Total Number of Employees

202

GA Average: 34
Total Number of Accounts

9,396

GA Average: 1,972
Average Account Size

$238,964

GA Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Tyler Huck Work History

2023 - Present (2 years)

C2P Capital Advisory Group LLC Dba Prosperity Capital Advisors

2023 - Present (2 years)

Arseneau Advisory Group, LLC (D.B.A. For Advisory Business)

2016 - 2023 (7 years)

Kestra Advisory Services, LLC

2015 - 2016 (1 year)

Nfp Advisor Services, LLC

2015 - 2023 (8 years)

Kestra Investment Services, LLC

2014 - 2015 (1 year)

Investacorp Inc

2013 - 2023 (10 years)

Oxygen Financial

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Disclosures

Please visit the SEC profile of Tyler Huck 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 Capital Advisors

Jake Giles
Arden, NC
Derrick Gibbs
Westlake, OH
Thomas Ponce
Edwardsville, IL
Catherine Reid
Arden, NC
Giancarlo Capodanno
Westlake, OH
Ashwini Ahluwalia
Westlake, OH
Grace Nicholson
Westlake, OH
Eric Langenfeld
Westlake, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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