BS
Brian Samuels
from Prosperity Wealth Management, Inc.
Brian Samuels is a financial advisor based in California, San Ramon,
with 28 years of experience. Brian currently works for
Prosperity Wealth Management, Inc..
Brian maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Brian Samuels works at Prosperity Wealth Management, Inc.
Prosperity Wealth Management, Inc. is a financial advisory firm based in San Ramon, California. It currently has approximately $217,168,317 of assets under management and employs about 50 people. Prosperity Wealth Management, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
15 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2333 San Ramon Valley Blvd., Suite 200, San Ramon, California, 94583
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