Andrew Bryan Katz

Prospera Financial Services, INC.

42 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax Planning

Prospera Financial Services, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

275 advisors

Number of Clients

15,632 clients

Average Client Portfolio

$628K average

Assets Under Management

$9.8B

Fee Structure

Minimum Investment:None

Location

1402 3rd Avenue, Duncanville, PA, 16635

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Andrew is a board member of the Blair County Tea Party, spending minimal time. He is also the Secretary for the Lake Ariel Lions Club, dedicating minimal time.