William C Guthrie
Investment adviser representative at Prosperity Capital Advisors
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Jl Smith Holistic Wealth Management D.B.A. for Advisory BusinessOct 2022 to now
- Prosperity Capital AdvisorsJul 2022 to now
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsJul 2022 to now
- Petros Financial Group (D.B.A.)May 2022 to Nov 2024
- Community First Credit UnionMar 2021 to May 2022
- Cuso Financial Services, LPMar 2021 to May 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2014 to Feb 2021
- Bank of America, N.A.Aug 2012 to Feb 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6346818
- Firm CRD
- 156480