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Prospera Financial Grows Its Network With $650 Million AUM CA Firm

Prospera Financial Grows Its Network With $650 Million AUM CA Firm. Financial services, Prospera, Painter, Smith, Amberg, financial advisers

Charles Painter, David Smith, Jeffrey Amberg, and Kallie Rawson of Painter, Smith & Amberg Inc. have joined Prospera Financial Services Inc. Located in Redlands, Calif., PS&A holds $650 million in assets under management.

Established in 1982, PS&A’s four advisers specialize in wealth management, 401k services, and investment-related opportunities.

“Prospera’s commitment to a family-like culture, strong leadership, and emphasis on integrity perfectly aligns with our values,” said Charles Painter, president of PS&A. “We look forward to leveraging Prospera’s resources to enhance the quality of service for our clients.”

Prospera is a boutique broker-dealer with approximately $1.6 billion in AUM that prides itself on “providing the flexibility and resources commonly associated with larger broker-dealers.”

“The dedication to personalized service that Charles, David, Jeffrey and Kallie bring to every client relationship has placed Painter, Smith & Amberg Inc. among the best in the business,” said Tarah Williams, president and chief operating officer of Prospera.

“We share similar core values and are pleased they chose Prospera to help them continue to foster their growth and success for years to come,” Williams added.

Founded in 1982, Prospera Financial Services is headquartered in Dallas.

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