Best Investors Account Sign in
Employer firm

Prospera Financial Services, Inc. CRD 10740

$12.4B regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Prospera Financial Services, Inc.

5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-28
  • TX RA
    APPROVED
    Since 2025-01-28

Branch Locations

5956 Sherry Lane, Dallas, TX 75225 • United States

College Station, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldman Sachs Salt Lake City UT 05/2020 03/2022
Goldman Sachs Irving TX 03/2022 09/2023
Southern Virginia University Buena Vista VA 09/2019 03/2020
Associated Environmental Industries Norman OK 04/2019 09/2019
Deans Office Mckay School Provo UT 08/2016 05/2019
Prospera Financial Services Dallas TX 09/2023 02/2025
Prospera Financial Services Inc. Dallas TX 02/2025 Present
  • 05/2020 → 03/2022
    Goldman Sachs
    Salt Lake City, UT
  • 03/2022 → 09/2023
    Goldman Sachs
    Irving, TX
  • 09/2019 → 03/2020
    Southern Virginia University
    Buena Vista, VA
  • 04/2019 → 09/2019
    Associated Environmental Industries
    Norman, OK
  • 08/2016 → 05/2019
    Deans Office Mckay School
    Provo, UT
  • 09/2023 → 02/2025
    Prospera Financial Services
    Dallas, TX
  • 02/2025 → Present
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-24
  • S66 Uniform Combined State Law Examination
    2025-01-24
Other Names
  • Megan Gowens
  • Megan Mary Gowens

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Dallas, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor