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Asset Custody

Prospera FinancialReagan & James uses Prospera Financial for Brokerage Services

In today’s world of investing, more and more clients are choosing to use the services of independent financial professionals. With personalized attention and a dedication to detail, these advisors are driven by their clients’ needs and expectations of financial success. At Prospera Financial, our business is all about supporting the business of these independent financial professionals. We bring them a superior menu of investment choices, leading-edge technology, indispensable financial tools, expert investment planning and advice, and personalized service — so they can bring their clients the same. Since we’re affiliated with the third largest clearing firm in the country, our resources are world-class. But our culture is one of a smaller, personalized firm.

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Reagan & James uses First Clearing for Asset Custody

Wells Fargo First ClearingHeadquartered in St. Louis, Missouri, First Clearing is a an affiliate of Wells Fargo & Company. One of the nation’s strongest banks since 1852, Wells Fargo has a legendary reputation for strength and stability. Member New York Stock Exchange. In 1934, during the heart of the Depression, J. C. Wheat & Co. opened its doors in Richmond, Virginia. Today, more than 72 years later, we clear for our affiliate Wells Fargo Advisors-one of the country's most respected full-service investment firms-and more than 100 local and regional securities firms throughout the United States.

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