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Tim Alan Edwards

PROSPERA FINANCIAL SERVICES, INC.·DALLAS, Texas
SIE, Series 7, Series 24, Series 31, Series 63, Series 79TO, Series 99TOClean record36 years registeredPROSPERA FINANCIAL SERVICES, INC.
5429 LBJ FREEWAY, DALLAS, TX 75240CRD# 1569619Firm CRD# 10740

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tim Alan Edwards · DALLAS, TX
Registration
CRD #1569619 · PROSPERA FINANCIAL SERVICES, INC. · 36 years registered
Brand Profile
Not yet started
01

Career History

PROSPERA FINANCIAL SERVICES, INC.
Sep 1989 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 31
Series 63
Series 79TO
Series 99TO
Registration record
First registered · September 1, 1989
Years registered · 36
03

Disclosure History

Clean record · no disclosure events on file

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

04

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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05

Frequently Asked Questions

What services does Tim Alan Edwards offer?
Tim Alan Edwards specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Tim Alan Edwards's credentials?
Tim Alan Edwards is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tim Alan Edwards located?
Tim Alan Edwards 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 Tim Alan Edwards charge for services?
Tim Alan Edwards'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.

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Edward Kern
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Richard Dean Pascuzzi
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Robert Vincent Coulter
DALLAS, TX

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