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Allen Coskrey

Prospera Financial Services, INC.
36 Years of Experience
Fort Worth, TX
Broker
View SEC Summary
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Allen Coskrey is a registered investment advisor at Prospera Financial Services, INC., based in Fort Worth, TX, with 36 years of industry experience. Allen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,103 clients with $12B in assets under management.

Prospera Financial Services, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
280 advisors
Number of Clients
19,103 clients
Average Client Portfolio
$651K average
Assets Under Management
$12.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.15%

Maximum annual fee across investment management programs is 2.15% of assets under management. Fees are negotiable based on account size, complexity, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Fort Worth, TX

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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.

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Other Business Activities

Allen is a sales representative for a payroll and 401k employee leasing company. He dedicates minimal time to this activity during market hours.

Employment History
Current Registrations
Prospera Financial Services, INC.
November 2021 - Present · 4 yrs 11 mos
Prospera Financial Services, INC.Broker
June 2004 - Present · 22 yrs 4 mos
Previous Registrations
Oxford Financial GroupBroker
January 2000 - June 2004 · 4 yrs 5 mos
Rushmore Securities CorporationBroker
April 1992 - January 2000 · 7 yrs 9 mos
First American National Securities, INC.Broker
March 1990 - April 1992 · 2 yrs 1 mo
State Registrations4 states
GAKYOKTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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