- Products & Services
- Knowledge Base
"As chairman of the PAC [President's Advisory Council], it is my mission to facilitate and support these positive working relationships. Collaboration is key." — Doug Charney
HARRISBURG, PA, July 18, 2022 /24-7PressRelease/ -- Charney Investment Group received the honor of attending Prospera Financial's 26th Top Producers Conference at the Four Seasons Resort Costa Rica, held June 23-26. Prospera, a strategic partner and broker-dealer to Charney Investment Group, holds this conference annually to recognize the hard work and success of its top advisors during the previous fiscal year. This is Prospera's first conference since 2019, and recognized the success of its top advisors over the past two years.
In celebration of their accomplishments, a select group of attendees is recognized during an awards ceremony for their distinct achievements as individuals, teams, practices, assets under management (AUM), and production. During the last conference, Doug Charney, founder and President of Charney Investment Group, placed 2nd for Top Practice in 2018. This year, Charney was recognized at the dinner on the achievement of placing in the Top 5 of all individual producers.
Doug attended a speaker-led general session that encouraged advisors to review updated platforms and resources, in addition to efficient channels provided by the broker-dealer for the advancement of Charney Investment Group and its clients. The conference provided a networking opportunity that allowed advisors to share their experiences and foment a more collaborative environment amongst peers.
"Working with Prospera has given me the freedom to grow my potential and to foster success across my organization. Part of my success comes from collaborating with other Prospera advisors. As chairman of the PAC [President's Advisory Council], it is my mission to facilitate and support these positive working relationships. Collaboration is key," says Doug.
About Charney Investment Group
Founded in 1999, Charney Investment Group is an independent business providing investment and financial services for clients seeking unbiased wealth management advice. Located in Harrisburg, PA, the firm is proudly associated with Prospera Financial Services, a seven-time Broker Dealer of the Year. For more information, visit www.charneyig.com.
About Prospera Financial Services
Founded in 1982, Prospera Financial Services, Member FINRA, SIPC and a registered investment advisory, offers the flexibility and resources only found at some of the nation's largest broker-dealers. Headquartered in Dallas, TX, Prospera was named Broker-Dealer of the Year by Investment Advisor Magazine in 2009, 2010, 2012, 2014, 2015, 2018 and 2019. The firm supports independent financial advisors nationwide. For more information about Prospera, visit www.joinprospera.com.
Securities and advisory services offered through Prospera Financial Services, Inc., Member FINRA, SIPC.
# # #