Raleigh, NC Office

Team
Updated today

Client AUM

$10,726,125,063

Clients

18,706

Advisors

3

Of 272 advisors across 130 offices

Location

4700 Falls of Neuse Rd, Suite 440

Raleigh NC 27609

Advisors at this office

3

Advisors at this office

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Chandler H

Series 65

Raleigh, NC

Prospera Financial Services, inc.

Chandler Huggins is a financial advisor at Prospera Financial Services, Inc. with three years of industry experience. He holds a Series 65 designation and previously worked at White Oaks Wealth Partners and Captrust Financial Advisors. Outside of finance, he is involved with CH Wellness LLC and Counseling Choices LLC. Prospera Financial Services, Inc. serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion across about 207 advisors. The firm offers investment advisory and financial planning through various platforms and employs a multifaceted portfolio construction and management approach.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Anisa B

Series 66

Raleigh, NC

Prospera Financial Services, inc.

Anisa Barutis is a Series 66 licensed financial advisor with Prospera Financial Services, Inc. in Raleigh, NC. She has experience working with Prospera since 2024 and previously worked at McCollum Law, P.C. and Nelson Hall IT Suite. Barutis also has a background that includes employment at NC State University and Prime IV Hydration and Wellness. Prospera Financial Services, Inc. is a multi-team adviser and dually registered broker-dealer that serves individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through over 200 advisors and offers investment advisory and financial planning services using a variety of platforms, combining firm models, third-party sub-advisers, and customizable allocations for discretionary or non-discretionary management.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Jason S

Series 63, Series 65

Raleigh, NC

Prospera Financial Services, inc.

Jason Steele is a financial advisor with Prospera Financial Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Prospera since 2012. Outside of his advisory role, he owns Bull and Bear Brew, a coffee distribution business, and is involved in athlete wealth management through Echelon Sport and Wealth Management. Prospera Financial Services, Inc. is an enterprise-scale advisory and broker-dealer firm serving a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors across about 140 offices, offering investment advisory and financial planning services via multiple platforms and customizable portfolio solutions.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
View complete list of advisors at this office
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