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Tarah Elizabeth Williams

PROSPERA FINANCIAL SERVICES, INC.·DALLAS, Texas
SIE, Series 7TO, Series 24Clean recordPROSPERA FINANCIAL SERVICES, INC.
5429 LBJ FREEWAY, DALLAS, TX 75240CRD# 2727706Firm CRD# 10740

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tarah Elizabeth Williams · DALLAS, TX
Registration
CRD #2727706 · PROSPERA FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PROSPERA FINANCIAL SERVICES, INC.
CRD 10740 · SEC 801-65845
AUM
$9.8B
Regulatory assets under management
Employees
265
23,433 client accounts
Services offered by PROSPERA FINANCIAL SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at PROSPERA FINANCIAL SERVICES, INC. →
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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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Other Advisors at PROSPERA FINANCIAL SERVICES, INC.

Abel Jr Garcia
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Edward Kern
DALLAS, TX
Shawn Baxter
DALLAS, TX
David Walter Stringer
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Richard Dean Pascuzzi
DALLAS, TX
Robert Vincent Coulter
DALLAS, TX

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