Brian Keith Seymour

Advisor at Prosperitage Wealth — McDonough, GA

Updated today

Credentials

CFP®, ChFC®, RICP®, TPCP®

Experience

10 years

Location

McDonough, GA

Prosperitage Wealth logo

Prosperitage Wealth

Supported

Total advisors

1

Clients per advisor

46 Typical

Avg AUM per client

$158,463 Very Low

HNW client ratio

11% Low

About

After 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.

Client services

Based on Prosperitage Wealth

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Prosperitage Wealth

Business ownership considerations Business exit / sale strategy

Occupation focus

Based on Prosperitage Wealth

Founder/Business Owner

Demographic focus

African Americans/Black Minorities Gen Y/Millennials (Born 1980-1995)

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Fee options

AUM

1.00%

Hourly

$350/hour

Monthly

$250-$500/month

Other

Discounted fees for military and teachers.

Location

McDonough, GA

McDonough GA

Advisors at this office

1

Most active in

Florida · Georgia · North Carolina · Texas · Virginia

Work history

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

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Kevin W

Series 63, Series 65, Series 66

McDonough, GA

GAMSG Financial Advisors LLC

Kevin Webb is the principal advisor at GAMSG Financial Advisors LLC in McDonough, GA, holding Series 63, 65, and 66 licenses with 11 years of industry experience. He has previously worked at Nationwide Investment Advisors, LLC and Nationwide Investment Services Corporation. Outside of his advisory work, he is the CEO and owner of Genesis Asset Management Strategies Group, an insurance brokerage firm offering employee benefits, property and casualty, health, and life insurance products. GAMSG Financial Advisors LLC primarily serves individual retail investors and employee benefit plans through discretionary portfolio management and financial planning. The firm employs a diversified investment approach across equities and fixed income, frequently monitors accounts, and maintains an active pension consulting practice.

Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Darrell R

Series 65

Morrow, GA

Stewardship Edge Capital, LLC

Darrell Russell is the sole advisor at Stewardship Edge Capital, LLC, holding a Series 65 designation with seven years of industry experience. He has managed portfolios at Stewardship Edge Capital since 2018 and has prior experience with High Net Wealth, LLC beginning in 2014. Stewardship Edge Capital is a state-registered investment adviser providing discretionary portfolio management through separately managed accounts to individual clients, including high-net-worth investors. The firm employs a long-term value investing approach focused on fundamental and qualitative analysis to identify companies with durable competitive advantages, offering both a General and a more concentrated Focused portfolio strategy.

Active portfolio management Concentrated stock management
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Bruce D

Series 63, Series 65

Ellenwood, GA

Resources Asset Management LLC

Bruce Dobbs is a financial advisor at Resources Asset Management LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Resources Asset Management, he was involved with Singh Biotechnology for six years and Gotcha Goat LLC for eight years. He is also active in drug development through Singh Molecular Medicine Inc. and works as an insurance agent with American Family Insurance. Resources Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and estates. The firm uses an active, asset-allocation-driven approach incorporating fundamental, quantitative, and technical analysis, and acts as a wrap fee program sponsor offering model-based strategies and educational seminars.

General retirement planning Income planning Wealth management Charitable giving & philanthropy
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Latavius P

Series 63, Series 65

McDonough, GA

CSG Wealth Management

Latavius Powell is the sole advisor at CSG Wealth Management in McDonough, GA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has led CSG Wealth Management since 2010. Outside of advising, he holds a real estate license and is involved in a Wyoming-based film production company as well as a local trucking business. CSG Wealth Management serves a small client base primarily composed of professional athletes, offering consulting, written financial planning, and investment management services. The firm employs a value-oriented investment approach, using both fundamental and technical analysis with portfolios tailored to client objectives.

Debt management Cash flow / budgeting General tax planning Professional Athlete
user avatar

Orrodon D

ChFC®, Series 63, Series 65

Lake Spivey, GA

OBN Wealth Advisors

Orrodon Dinkins is a financial advisor at OBN Wealth Advisors with 16 years of industry experience. He holds the ChFC® designation and has previously worked at Guardian Life. Outside of his advisory role, he is an author and professional speaker through One Bucket Nation LLC. OBN Wealth Advisors is an independent firm serving individuals, including high-net-worth clients, and small businesses with financial planning, investment consultation, and retirement-plan advice. The firm employs a blend of fundamental, technical, and cyclical analysis combined with active and passive investment strategies, and regularly offers educational seminars and written materials.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies Divorce financial planning Executive Founder/Business Owner Married/Couples/Partners Divorced Approaching retirement
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Ruel S

Series 65

Stockbridge, GA

Cereli Inc.

Ruel Samuels Jr. is a Series 65-licensed financial advisor with 28 years of industry experience. He is the sole advisor at Cereli Inc., an independent firm located in Stockbridge, GA. Samuels has also been associated with C & R Management Services, Inc. since 1991. Cereli Inc. serves individuals, retirement plans, and small corporate and nonprofit clients by managing portfolios of stocks, mutual funds, and fixed-income instruments. The firm uses Modern Portfolio Theory combined with qualitative and quantitative analysis and offers discretionary portfolio management tailored to client risk tolerance and time horizon.

Wealth management
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