Prospera Financial Services (a boutique wealth management firm supporting a nationwide network of independent advisors) announced that advisors Charles Painter, David Smith, Jeffrey Amberg, and Kallie Rawson of Painter, Smith & Amberg have joined its network. Based in Redlands, California, the firm holds $650 million in assets under management (AUM).
Established in 1982, Painter, Smith & Amberg offers sophisticated investment services, once only available at large firms or wirehouses, with the personal touch and accountability of an independent practice. For over 40 years, the team has delivered exceptional service to its clients by staying true to its foundational values of experience, integrity, and service. With over 100 years of experience, its four advisors specialize in wealth management, 401k services, and investment-related opportunities.
Prospera Financial Services is recognized as a leading wealth management firm and provides the flexibility and resources commonly associated with larger broker-dealers. Guided by a committed leadership team, Prospera solicits advisor feedback and upholds a 2.4:1 rep-to-home office ratio, ensuring personalized support.
Founded in 1982, Prospera Financial Services is a registered investment advisory and offers the flexibility and resources only found at some of the nation’s largest broker-dealers.
KEY QUOTES:
“Prospera’s commitment to a family-like culture, strong leadership, and emphasis on integrity perfectly aligns with our values. We look forward to leveraging Prospera’s resources to enhance the quality of service for our clients.”
- Charles Painter, President of Painter, Smith & Amberg
“The dedication to personalized service that Charles, David, Jeffrey and Kallie bring to every client relationship has placed Painter, Smith & Amberg, Inc. among the best in the business. We share similar core values and are pleased they chose Prospera to help them continue to foster their growth and success for years to come.”
- Tarah Williams, President and Chief Operating Officer of Prospera Financial Services
