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Tarah Elizabeth Williams

PROSPERA FINANCIAL SERVICES, INC.·DALLAS, Texas
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5429 LBJ FREEWAY, DALLAS, TX 75240CRD# 2727706Firm CRD# 10740
01

About

Tarah Elizabeth Williams is a registered financial advisor based in DALLAS, Texas, affiliated with PROSPERA FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
PROSPERA FINANCIAL SERVICES, INC.
PROSPERA FINANCIAL SERVICES, INC.
AUM
$9.8B
Regulatory assets under management
Employees
265
Total firm employees
View all advisors at PROSPERA FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Performance-based fees
Other: PERCENTAGE OF ASSETS UNDER REVIEW
Regulatory
SEC/IARD CRD# 2727706
Firm CRD# 10740
10 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tarah Elizabeth Williams offer?
Tarah Elizabeth Williams specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Tarah Elizabeth Williams's credentials?
Tarah Elizabeth Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tarah Elizabeth Williams located?
Tarah Elizabeth Williams is based in DALLAS, Texas, working with PROSPERA FINANCIAL SERVICES, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Tarah Elizabeth Williams charge for services?
Tarah Elizabeth Williams's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees, other: percentage of assets under review. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROSPERA FINANCIAL SERVICES, INC.?
PROSPERA FINANCIAL SERVICES, INC. has approximately 265 employees and manages $9.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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