Joshua Soria
Investment adviser representative at Prosperity Capital Advisors
12 yearsExperience
2 statesRegistered in
$4.4BFirm assets
15 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
- Seminars and workshops
Experience
12 years in the industry.
- Prosperity Capital AdvisorsJun 2023 to now
- C2p Capital Advisory Group D.B.A. Prosperity Capital AdvisorsJun 2023 to now
- Encompass Financial Planning (D.B.A. for Advisory Business)Jun 2023 to now
- Sierra Cascade AdvisorsJan 2023 to now
- Sierra Nevada Memorial HospitalDec 2014 to Jan 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, UT).
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
- 7777680
- Firm CRD
- 156480