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Elisabeth L. Eropkin

PROSPERENT CAPITAL
Huntington Beach, CA
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CRD#: 7997460
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Professional summary


Elisabeth Lynn Eropkin, who also goes by Elisabeth Eropkin, Elise Eropkin, is a registered financial advisor currently at PROSPERENT CAPITAL, LLC located in Huntington Beach, California.

Elisabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Elisabeth has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Elisabeth Eropkin | Elise Eropkin

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: Prosperent Co Investment Related: not investment-related Address: Nature of Business: CPA Firm Position: Managing Director of Client Services Title: Managing Director of Client Services Start Date: 04/01/2023 Approx Hours/Month: 40 # Hours Other during sec trading hours: 40 Duties: accounting, bookkeeping Name: Eropkin Enterprises Inc Investment Related: not investment-related Address: 228 19th Street, Huntington Beach, CA 92648 Nature of Business: Business consulting Position: President Title: President Start Date: 10/2018 Approx Hours/Month: 20 # Hours Other during sec trading hours: 0 Duties: consulting with clients on business strategies, accounting/bookkeeping work.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Elisabeth Lynn Eropkin's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 31, 2024 - Present

PROSPERENT CAPITAL, LLC

RIA
CRD#: 325603
Huntington Beach, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(10/31/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/3/2024
Uniform Investment Adviser Law Examination

Current Firm


PC
PROSPERENT CAPITAL, LLC
BETTER LIFE FINANCE MANAGERS, LLC | PROSPERENT CAPITAL, LLC

CRD#: 325603 / SEC#:

California
Registered Investment Advisory firm - (7/28/2023 Approved)
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Contact information


Main Address
420 S Spring Street #1, Ukiah, CA 95482
Mailing Address
1110 N Virgil Street 90874, Los Angeles, CA 90027
Phone number
(213) 259-3338
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts20
AUM (Assets Under Management)$ 2,756,295

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PROSPERENT CAPITAL, LLC

CRD#: 325603Huntington Beach, CA

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