Traci Provost (CRD# 5791884) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westport, CT and has over 13 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Osaic Fa, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crestwood Advisors Group, LLC | Westport, CT | Jul 2019 - Current | 5 |
| Catamount Wealth Management | Westport, CT | Jan 2018 - Jun 2019 | 1 |
| Southport Congregational Church | Southport, CT | May 2017 - Jan 2019 | 1 |
| Private Advisor Group, LLC | Morristown, NJ | Aug 2013 - May 2017 | 3 |
| Price Financial Group | Wilton, CT | May 2013 - May 2017 | 4 |
| Lpl Financial LLC | Wilton, CT | Jun 2013 - Apr 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2010 |
- CT
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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