Richard Thaddeus Lincoln
Investment adviser representative at Prosperity Capital Advisors
17 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$4.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Prosperity Capital AdvisorsMar 2024 to now
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsMar 2024 to now
- M Holdings Securities, Inc.Feb 2024 to now
- Oneteam Financial, LLC (D.B.A. for Advisory Business)Feb 2024 to now
- Osaic Wealth, Inc.Jan 2024 to Feb 2024
- Woodbury Financial Services IncJun 2016 to Jan 2024
- Retirement Concepts GroupMar 2007 to Jan 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 6 states (FL, KS, MO, NE, NJ, TX).
Prosperity Capital Advisors
Legal name: C2p Capital Advisory Group, LLC
$4.4BAssets managed
7,548Clients
103Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2765841
- Firm CRD
- 156480