Prospera Financial Information

View Top Employees from Prospera Financial

Founded in 1982, Prospera Financial is a company that is focused on service, and based on a strong set of Core Values. By operating with honesty, integrity and an unwavering commitment to the investor, we’re here to support the success of financial professionals — which can lead to success for those they serve. Member FINRA, SIPC

Website	http://www.joinprospera.com
Revenue	$27.6 million
Funding	$350000
Employees	121 (89 on RocketReach)
Founded	1982
Address	5429 LBJ Freeway Suite 750, Dallas, Texas 75240, US
Phone	+1 817-251-6610
Fax	(972) 581-3001
Industry	Financial Services, Finance General, Independent Broker Dealer, Finance
Web Rank	12 Million
Keywords	Financial Services, Investment Management, Wealth Management, Retirement Planning, Financial Planning, Portfolio Management, Estate Planning, Investment Advisory, Financial Advisor, Asset Management, Long-Term Investing, Tax Planning, Insurance Services, Retirement Solutions, Financial Consulting, Investment Strategies, Wealth Preservation, Risk Management, Financial Security, Capital Preservation
Competitors	Fidelity Investments, Morgan Stanley, Vanguard, Schwab Advisor Services, Merrill Lynch, Edward Jones, Financial Services Company, LPL Financial, Raymond James, The Hartford +43 more (view full list)
SIC	SIC Code 73 Companies, SIC Code 738 Companies, SIC Code 621 Companies, SIC Code 62 Companies
NAICS	NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52312 Companies, NAICS Code 523120 Companies, NAICS Code 5231 Companies

Prospera Financial Questions

What is the annual revenue of Prospera Financial?

The Prospera Financial annual revenue was $27.6 million in 2026.

Who is the President of Prospera Financial?

Tarah Williams is the President of Prospera Financial.

How many people are employed at Prospera Financial?

89 people are employed at Prospera Financial.

Where is Prospera Financial based?

Prospera Financial is based in Dallas, Texas.

What is the NAICS code for Prospera Financial?

The NAICS codes for Prospera Financial are [52, 523, 52312, 523120, 5231].

What is the SIC code for Prospera Financial?

The SIC codes for Prospera Financial are [73, 738, 621, 62].

Top Prospera Financial Employees

Tarah Williams

President at Prospera Financial

Dallas, TX, US
3
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- prosperafinancial.com
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David Stringer

President at Prospera Financial

Dallas, TX, US
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Ed Kern

Chief Financial Officer at Prospera Financial

Dallas, TX, US
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Abel Garcia

CFO and CCO at Prospera Financial

Dallas, TX, US
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Hilary Pluemer

CAO at Prospera Financial

Dallas, TX, US
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Wendy Simmons

Managing Director Human Resources at Prospera Financial

McKinney, TX, US
4
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Travis Godley

President of Godley Wealth Management at Prospera Financial

Lafayette, LA, US
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Shawn Baxter

Chief Compliance Officer at Prospera Financial

Frisco, TX, US
2
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- prosperafinancial.com
3
- +1 817-303-XXXX
- +1 214-908-XXXX
- +1 214-566-XXXX
Tony Montanari

Vice President, Business Development at Prospera Financial

Charlotte, NC, US
3
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- prosperafinancial.com
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Will Schmitt

General Counsel at Prospera Financial

Dallas, TX, US
2
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- prosperafinancial.com
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- +1 662-910-XXXX