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Holly Diane Gooch

Prospera Private Wealth, LLC

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About Holly Diane Gooch

Holly Gooch is a registered investment advisor representative with Prospera Private Wealth, LLC in Oklahoma City, Oklahoma. Holly has been in the industry since July 2018. Holly earned her Series 66, Series 7, and SIE licenses. She previously worked at WELLS FARGO CLEARING SERVICES, LLC. Holly's specializations include providing financial planning services, pension consulting services, selection of other advisors, and portfolio management for individuals. Holly has over 100 clients and manages over $470 million in assets for her clients.

Firm Information

Holly Gooch is currently registered with Prospera Private Wealth, LLC. Prospera Private Wealth, LLC is an Oklahoma City, OK-based investment advisor registered with the SEC. The firm manages over $470 million in assets for a diverse range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Prospera Private Wealth offers a range of services, including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm's investment advisory representatives have a combined total of 3 years of experience in the industry.
Prospera Private Wealth, LLC

4727 GAILLARDIA PARKWAY

OKLAHOMA CITY, OK 73142

$470.12M

Assets Under Management

Not reported

Total Clients

6

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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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Holly Gooch’s Registration & Firm History

OK

08/24/2021 - Present

Prospera Private Wealth, LLC (OKLAHOMA CITY OK)

OK

12/05/2018 - 07/12/2021

WELLS FARGO CLEARING SERVICES, LLC (EDMOND OK)

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Licenses & Designations

BOTH

Issued 01/23/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/06/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Holly Diane Gooch.
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