Blake Allen Smith
Investment adviser representative at Prosperity Capital Advisors
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$4.4BFirm assets
Are you Blake Allen Smith? 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
12 years in the industry.
- Prosperity Capital AdvisorsMay 2025 to now
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsMay 2025 to now
- Financial Partners, Inc. (D.B.A. for Advisory Business)Mar 2016 to now
- Sigma Financial CorporationJan 2017 to May 2025
- SpcJan 2017 to May 2025
- Team Real EstateSep 2014 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (IA, MO, 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
- 6633633
- Firm CRD
- 156480