Anna Houser is a CFP-designated registered investment advisor at Prospera Financial Services, INC., based in Belmont, NC, with 6 years of industry experience. Anna 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.15% |
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
Location
420 Park St, Suite 100, Belmont, NC, 28012
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Anna volunteers at Holy Trinity Lutheran Church as a Sunday School Teacher and Bible Study Leader, dedicating about 10-40% of her weekly time. She is also a Managing Member of Sandy Ventures, LLC, which sells apparel, stickers, and accessories, spending a few hours per week on this business.
Employment History
Current Registrations
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
State Registrations1 state
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
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