Julie Thompson Manning
Investment adviser representative at Prosperity Capital Advisors
30 yearsExperience
1 stateRegistered in
$4.4BFirm assets
15 yearsFirm in business
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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
30 years in the industry.
- Prosperity Capital AdvisorsApr 2019 to now
- Keystone Wealth Management, LLC (D.B.A. for Advisory Business)Apr 2019 to now
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsMar 2019 to now
- AflacJan 1996 to now
- Global Financial Private Capital, LLCMar 2016 to Mar 2019
- Financial Dynamics and AssociatesNov 2014 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 5664823
- Firm CRD
- 156480