Boutique Independent Broker-Dealer, Prospera Financial Services, Welcomes Fulcrum Wealth Planning to
DALLAS, Oct. 25, 2018 /PRNewswire/ -- Prospera Financial Services, Inc. (Prospera) is proud to announce the affiliation of Luke Tolson and Brian Fox of Fulcrum Wealth Planning to the firm. Previously with Morgan Stanley, the team is based out of Grapevine, Texas. Prospera, a privately held company, is a Texas-based financial firm founded in 1982 as a full-service, boutique broker-dealer and support organization for successful independent financial professionals across the country.
Luke Tolson, Managing Partner, CFP®, began his career in public accounting and has spent over a decade serving in various roles in the financial services industry. The first leg of his career culminated with his position as a Chief Financial Officer when he realized he wanted to focus his talents on helping individuals, more so than corporations. Working in wealth management since 2012, Luke has been an advocate for his valued clients, helping them to plan and strategize for all things financial.
"Prospera's efforts to continually refine how it earns the life-long partnerships of its advisors truly mirrors how we care for and grow with our clients. From day one we have felt in-sync with their values, culture, and commitment to providing gold-standard service."–Luke Tolson
Brian Fox, Managing Partner, became fascinated with business at an early age- always looking to find the value in things typically missed by others. He started his career as a financial advisor in 1999 with Edward Jones, learning multiple facets of the industry and building many of the client relationships he values today. Through the years, he has also refined his craft to include equities and strategy management, along with comprehensive planning to both individuals and businesses.
About Prospera Financial Services
Founded in 1982, Prospera Financial Services, Member FINRA, SIPC and a registered investment advisory, offers the flexibility and resources only found at some of the nation's largest broker-dealers. Headquartered in Dallas, TX, Prospera was named Broker-Dealer of the Year by Investment Advisor Magazine in 2009, 2010, 2012, 2014 and 2015. The firm supports independent financial advisors nationwide. For more information about Prospera, visit www.joinprospera.com.
Media Contact:
Tarah Mattia Carlow
Senior Vice President, Marketing and Advisor Loyalty
Prospera Financial Services, Inc.
(972) 581-3015
Tarah.Carlow@ProsperaFinancial.com
www.joinprospera.com
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SOURCE Prospera Financial Services, Inc.
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