Alan Bagwell (CRD# 4815554) is an Investment Advisor Representative working at Providence Wealth Advisors, LLC in Huntsville, AL and has over 18 years of experience in the finance industry.
CRD# 4169767
Lpl Financial LLC
CRD# 2106004
Raymond James Financial Services Advisors, Inc.
CRD# 6238002
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Providence Wealth Advisors, LLC | Huntsville, AL | Jan 2018 - Current | 6 |
| Keel Point Capital, LLC | Huntsville, AL | Jan 2018 - Jan 2020 | 2 |
| Blue Creek Investment Partners, LLC | Huntsville, AL | Aug 2004 - Jan 2018 | 13 |
| Blue Creek Securities, Inc. | Huntsville, AL | Jun 2004 - Jan 2018 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2006 |
- AL
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts74ACCOUNTS
-
Average Account Value$425,970
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL
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