AdvisorOS Directory
Claim Profile
CC

Carolanne Marie Chavanne

PROSPERITY WEALTH PLANNING LLC·LONG BEACH, California
Unclaimed Profile
3780 KILROY AIRPORT WAY, LONG BEACH, CA 90806CRD# 1767189Firm CRD# 315163
01

About

Carolanne Marie Chavanne is a registered financial advisor based in LONG BEACH, California, affiliated with PROSPERITY WEALTH PLANNING LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PROSPERITY WEALTH PLANNING LLC
PROSPERITY WEALTH PLANNING LLC
AUM
$173M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PROSPERITY WEALTH PLANNING LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1767189
Firm CRD# 315163
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LONG BEACH?

Browse all registered financial advisors in LONG BEACH, California or claim this profile if it's yours.

Browse LONG BEACH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LONG BEACH
Darren Dworkin — SHV MANAGEMENT, LLCLarry Maxson — FINANCIAL SOLUTIONS GROUP LLCClyde Kendzierski — FINANCIAL SOLUTIONS GROUP LLCChristopher Kendzierski — FINANCIAL SOLUTIONS GROUP LLCSen Nmn Zhang — ELITE ADVISORS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile