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 based in Seattle, Washington, working with Prosperity Wealth Management, Inc. Robert has previously held positions at Securities America, Inc, Usadvisors Wealth Management, LLC, Woodstone Financial Services, Inc, Prosperity Wealth Management, Inc, and Fortune Financial Services, Inc. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Washington. Currently, Robert is part of Prosperity Wealth Management, Inc, which operates out of Seattle, Washington. The firm has 46 offices and 50 employees. The firm manages assets totaling $243.4 million 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, and selection of other advisers. The fee structure at Prosperity Wealth Management, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Seattle, WA

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Prosperity Wealth Management, Inc Brokerage Details

Total Assets Under Management

$243,370,500

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

50

WA Average: 43
Total Number of Accounts

1,611

WA Average: 3,727
Average Account Size

$151,068

WA Average: $2,033,427

Investment Advisory Services

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

Robert Skinner Work History

2018 - Present (7 years)

Prosperity Wealth Management, Inc

2018 - Present (7 years)

Fortune Financial Services, Inc

2007 - Present (18 years)

Woodstone Financial Services, Inc

2012 - 2018 (6 years)

Usadvisors Wealth Management, LLC

2009 - 2018 (9 years)

Securities America, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Robert Skinner 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 Wealth Management, Inc

Hugh Cannon
San Ramon, CA
Matthew Flores
Port Orchard, WA
Craig Wisner
Souderton, PA
Lloyd Etheredge
Shreveport, LA
Tony Sonsini
San Ramon, CA
Kathleen Fereday
San Ramon, CA
Joseph D'Urso
Marietta, GA
Brian Samuels
San Diego, CA

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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