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Linda Scoville Cartwright

Prospera Financial Services, Inc.

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About Linda Scoville Cartwright

Linda Cartwright is a financial advisor with Prospera Financial Services, Inc. Linda has over 30 years of experience in the financial services industry. Linda is registered to provide investment advice in Texas. Linda's firm manages over $9.8 billion in assets for individuals, businesses, charitable organizations, and pooled investment vehicles. Linda specializes in financial planning, portfolio management, and pension consulting.

Firm Information

Linda Cartwright is currently registered with Prospera Financial Services, Inc.. Prospera Financial Services, Inc. is a corporation headquartered in Dallas, Texas. Founded in 1982, the firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, and pooled investment vehicles. With over 150 licensed agents and investment advisor representatives, Prospera manages over $9.8 billion in regulatory assets. The firm is registered with the SEC and in all 50 states.
Prospera Financial Services, Inc.

5429 LBJ FREEWAY

DALLAS, TX 75240

$9.81B

Assets Under Management

8

Total Clients

235

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 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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Percentage of assets under review

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Linda Cartwright’s Registration & Firm History

TX

12/06/2006 - Present

Prospera Financial Services, Inc. (LUBBOCK TX)

SC

01/14/2003 - 05/17/2005

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

NY

04/07/2000 - 12/20/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

09/13/1999 - 02/22/2000

DAIN RAUSCHER INCORPORATED (NEW YORK NY)

NY

03/14/1996 - 07/12/1999

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

07/31/1993 - 02/22/1996

SMITH BARNEY INC. (NEW YORK NY)

NY

07/01/1993 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

03/15/1990 - 06/04/1993

DEAN WITTER REYNOLDS INC.

NY

09/23/1986 - 06/04/1993

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NA

05/29/1987 - 10/27/1988

DEAN WITTER REYNOLDS INC.

NA

04/03/1987 - 07/16/1988

HARBOR AMERICAN INVESTMENT GROUP, INC.

NA

10/28/1985 - 03/19/1986

TUCKER, ANTHONY & R. L. DAY, INC.

NA

11/24/1982 - 01/17/1985

PRUDENTIAL-BACHE SECURITIES INC.

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Licenses & Designations

IA

Issued 07/25/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/25/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Linda Scoville Cartwright.
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