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Carolanne Marie Chavanne

PROSPERITY WEALTH PLANNING LLC·LONG BEACH, California
SIE, Series 7, Series 63CFPClean record18 years registeredPROSPERITY WEALTH PLANNING LLC
3780 KILROY AIRPORT WAY, LONG BEACH, CA 90806CRD# 1767189Firm CRD# 315163

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carolanne Marie Chavanne · LONG BEACH, CA
Registration
CRD #1767189 · PROSPERITY WEALTH PLANNING LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

PROSPERITY WEALTH PLANNING LLC
Aug 2021 – present
DYNAMIC WEALTH ADVISORS
Mar 2019 – Sep 2021
LONG BEACH, CA
LPL FINANCIAL LLC
May 2008 – Apr 2019
TORRANCE, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · May 19, 2008
Years registered · 18
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PROSPERITY WEALTH PLANNING LLC
CRD 315163 · SEC 801-121807
AUM
$173M
Regulatory assets under management
Employees
5
552 client accounts
Services offered by PROSPERITY WEALTH PLANNING LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at PROSPERITY WEALTH PLANNING LLC →
Introduction

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05

Frequently Asked Questions

What services does Carolanne Marie Chavanne offer?
Carolanne Marie Chavanne specializes in Financial Planning, Investment Management. Contact their office in LONG BEACH, California for a consultation.
What are Carolanne Marie Chavanne's credentials?
Carolanne Marie Chavanne holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Carolanne Marie Chavanne located?
Carolanne Marie Chavanne is based in LONG BEACH, California, working with PROSPERITY WEALTH PLANNING LLC. Their office serves clients in the LONG BEACH metropolitan area and surrounding communities.
How does Carolanne Marie Chavanne charge for services?
Carolanne Marie Chavanne's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROSPERITY WEALTH PLANNING LLC?
PROSPERITY WEALTH PLANNING LLC has approximately 5 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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