Sarah Flanders Soria
Investment adviser representative at Prosperity Capital Advisors
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$4.4BFirm assets
Are you Sarah Flanders Soria? Claim your profile
Contact this firm
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
11 years in the industry.
- Prosperity Capital AdvisorsJun 2023 to now
- C2p Capital Advisory Group D.B.A. Prosperity Capital AdvisorsJun 2023 to now
- Encompass Financial Planning (D.B.A. for Advisory Business)Jun 2023 to now
- Horace Mann CompaniesOct 2015 to Jun 2023
- Horace Mann Investors, Inc.Oct 2015 to Jun 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, UT).
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
- 5380942
- Firm CRD
- 156480