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Catherine Basnight Reid

Prosperity Capital Advisors

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About Catherine Basnight Reid

Catherine Reid is an Investment Advisor Representative with Prosperity Capital Advisors. Catherine is a registered representative with FINRA and is a registered Investment Advisor in North Carolina. Catherine has been in the financial services industry since 2008. Catherine has a strong track record of helping clients reach their financial goals. Catherine's areas of expertise include financial planning, portfolio management, and retirement planning.

Firm Information

Catherine Reid is currently registered with Prosperity Capital Advisors. Prosperity Capital Advisors is an investment advisory firm based in WESTLAKE, OH, with over 96 licensed agents and over 101 investment adviser representatives. They manage over $2.2 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides financial planning, portfolio management, and educational seminars. They also assist clients with selecting other financial advisors.
Prosperity Capital Advisors

30400 DETROIT ROAD

WESTLAKE, OH 44145

$2.25B

Assets Under Management

280

Total Clients

100

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Catherine Reid’s Registration & Firm History

NC

11/11/2017 - Present

Prosperity Capital Advisors (Arden NC)

GA

03/24/2015 - 11/02/2020

MERCAP SECURITIES, LLC (ATLANTA GA)

NC

04/21/2011 - 02/24/2014

PRUCO SECURITIES, LLC. (ASHEVILLE NC)

NC

08/28/2008 - 08/02/2010

FIRST CITIZENS INVESTOR SERVICES, INC. (HENDERSONVILLE NC)

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Licenses & Designations

BOTH

Issued 11/11/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Catherine Basnight Reid.
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