Taylor Makenzie Peters
Investment adviser representative at Prosperity Road, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$172.3MFirm assets
Are you Taylor Makenzie Peters? 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
- Pension consulting
Experience
13 years in the industry.
- Lavish Financial PlanningJan 2022 to now
- Prosperity Road, LLCMar 2021 to now
- Self-employedJun 2018 to Dec 2021
- Davidson Capital CorporationJul 2017 to Jun 2018
- University of GeorgiaAug 2013 to Jul 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (GA).
Prosperity Road, LLC
$172.3MAssets managed
69Clients
2Advisers
6 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
- 7581371
- Firm CRD
- 281894