Brian Keith Seymour
Advisor at Prosperitage Wealth — McDonough, GA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, ChFC®, RICP®, TPCP®
Experience Industry experience
10 years
Location
McDonough, GA
Prosperitage Wealth
Supported
Total advisors
1Clients per advisor
46 TypicalAvg AUM per client
$158,463 Very LowHNW client ratio
11% LowAfter a decade of working for multiple Fortune 100 companies in the financial services industry, I decided to take my talents to South Beach. Okay, technically just south of Atlanta.
While guiding families and business owners through the intricate world of finance was gratifying, I recognized that the impact of my work shouldn't be confined to those who met certain investment minimums. I didn't want to be limited by the products my firm offered, or worse, the act of selling itself. As I embarked on starting my own firm, I had a crystal-clear vision in mind: no more sales pitches, no more commissions, and no more corporate jargon. I aimed to sit on the same side of the table as my clients, providing them with the fiduciary standard I'd want for my own grandmother.
I was determined to end the era where my own cousins and fraternity brothers were deemed unfit clients simply because they didn't have a quarter of a million dollars to invest. I was weary of contributing to the cycle of the rich getting richer while others struggled to find their way.
For far too long, individuals who resemble me have been systematically denied access to the tools and resources necessary for building wealth. Although I believed I was fighting for the greater good, I realized I had unwittingly become part of the problem. So, now, I'm taking action to be the change I want to see.
I invite you to join me on this transformative journey.
Based on Prosperitage Wealth
Based on Prosperitage Wealth
1.00%
$350/hour
$250-$500/month
Discounted fees for military and teachers.
McDonough, GA
McDonough GA
Advisors at this office
1
Florida · Georgia · North Carolina · Texas · Virginia
10 years of industry experience
Prosperitage Wealth, LLC
2023 - Present • 3 years
McDonough, GA
J.P. Morgan Securities LLC
2023 - 2023 • 1 year
Atlanta, GA
J.P. Morgan Chase Bank, N.A.
2023 - 2023 • 1 year
Atlanta, GA
Allstate Financial Advisors, LLC
2023 - 2023 • 1 year
Charlottesville, NC
Aqua Team Properties
2022 - 2022 • 1 year
Baltimore, MD
Kustawi Financial LLC
2021 - 2023 • 2 years
McDonough, GA
Allstate Financial Advisors, LLC
2019 - 2020 • 1 year
Charlottesville, NC
Allstate Financial Services, LLC
2018 - 2023 • 5 years
Charlottesville, NC
Allstate Insurance Company
2017 - 2023 • 6 years
Charlottesville, VA
Banyan Consulting
2017 - 2019 • 2 years
Raleigh, NC
David Bernhardt
2016 - 2017 • 1 year
Raleigh, NC
Northwestern Mutual Investment Services Llc
2015 - 2017 • 2 years
Raleigh, NC
Northwestern Mutual Investment Services, LLC
2015 - 2017 • 2 years
Raleigh, NC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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