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Adam Eli barton Buchanan

Investment adviser representative at Prosperity - An Eisneramper Company
13 yearsExperience
1 stateRegistered in
$5BFirm assets
11 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
  • Pension consulting
  • Seminars and workshops

Experience

13 years in the industry.

  1. Prosperity - An Eisneramper CompanyAug 2024 to now
  2. EisneramperFeb 2024 to now
  3. Avantax Advisory ServicesOct 2019 to Aug 2024
  4. Avantax Investment Services, Inc.Oct 2019 to Aug 2024
  5. Hpg Wealthcare Advisors, LLC.Feb 2014 to Aug 2024
  6. 1st Global Advisors, IncDec 2013 to Oct 2019
  7. 1st Global Capital CorpDec 2013 to Oct 2019
  8. Hughes Pittman & Gupton LLPJun 2013 to Feb 2024

Exams passed

  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 1 state (NC).

Prosperity - An Eisneramper Company

Legal name: The Prosperity Consulting Group, LLC

$5BAssets managed
2,412Clients
65Advisers
11 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
6276246
Firm CRD
133777
Advisor's SEC record (opens in a new tab)
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