LE
Lloyd Etheredge
from Prosperity Wealth Management, Inc.
Lloyd Etheredge is a financial advisor based in California, San Ramon,
with 39 years of experience. Lloyd currently works for
Prosperity Wealth Management, Inc..
Lloyd maintains a S63 license (Uniform Securities Agent State 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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Lloyd Etheredge 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)
Years registered
5 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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