Evelyn Khachikian Fernandez
Investment adviser representative at Prosperity - An Eisneramper Company
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Prosperity - An Eisneramper CompanyDec 2024 to now
- EisneramperSep 2024 to now
- Cetera Financial Specialists LLCMar 2024 to Sep 2024
- Cetera Investment Advisers LLCMar 2024 to Sep 2024
- Avantax Advisory ServicesOct 2019 to Nov 2023
- Avantax Investment Services, Inc.Oct 2019 to Nov 2023
- 1st Global Advisors, IncAug 2018 to Oct 2019
- 1st Global Capital, Corp.Aug 2018 to Oct 2019
- Krost Wealth ManagementMar 2018 to Sep 2024
- KrostJan 2013 to Sep 2024
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, MN).
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
- 6975577
- Firm CRD
- 133777