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Prospera to Buy Advisor Practices

Prospera Financial Services has formalized its suite of succession planning resources.

United statesTarah williamsAdvisor practice exchange programProspera financial servicesProspera wealth advisorsChief operatingAssociate advisor

Prospera Financial Expands Succession Your Way Suite of Resources, Broadening Support for Advisors Succession Planning Efforts

Prospera Financial Expands Succession Your Way Suite of Resources, Broadening Support for Advisors Succession Planning Efforts
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Prospera Financial Celebrating 40 Years Serving Independent Financial Advisors

/PRNewswire/ Prospera Financial Services, Inc. ("Prospera"), a boutique wealth management firm supporting a nationwide network of independent advisors,.

United statesTarah williamsTim edwardsLorene yueInnovative new servicesNetwork retains boutique culture amid significant growthPrnewswire prospera financial services incAdvisor practice exchange programProspera financial servicesHaven tower groupClient serviceDorsey companyFinancial servicesManaging partner timSuccess your wayNew services

Prospera Launches In-House Succession Planning Program

The Advisor Practice Exchange Program (APEX) will match buyers and sellers within the Prospera network or outside, if needed.

United statesHilary pluemerCommonwealth financial networkCetera financial groupAdvisor practice exchange programProspera financial servicesCarolyn sterling

Prospera Financial Services Launches Advisor Practice Exchange Program (APEX) To Assist Advisors Acquire Practices or Create Succession Plans

/PRNewswire/ Prospera Financial Services, Inc. ("Prospera"), a boutique wealth management firm supporting a nationwide network of independent advisors,.

United statesJoseph kuoProspera coHilary pluemerTim edwardsAdvisor servicesHaven tower groupAdvisor practice exchange programProspera financial services incProgram pairsProspera financial servicesPairs buyingSelling advisorsSmooth transitionBetter experienceManaging director

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