Providence Capital Advisors, LLC

Providence Capital Advisors, LLC (CRD# 174631) is a financial advisory firm headquartered in Charlotte, NC. They manage $770,028,791 in 2,244 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
4500 Cameron Valley Parkway, Suite 270, Charlotte, NC 28211
https://www.linkedin.com/company/providence-capital-advisors
By the Numbers
  • Total Assets Under Management
    770
    MILLION
  • Total Number of Accounts
    2,244
    ACCOUNTS
  • Average Account Value
    $343,150
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, LA, MD, NC, NH, NY, SC, TX, VA

Financial Advisors at Providence Capital Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Brian Alderson, financial advisor Charlotte NC
Brian P. Alderson
CRD#: 5526339
4500 Cameron Valley Parkway, Suite 270, Charlotte, NC 28211

Brian Alderson (CRD# 5526339) is an Investment Advisor Representative working at Providence Capital Advisors, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

2
Brian Jones, financial advisor Charlotte NC
Brian S. Jones
CRD#: 4508120
4500 Cameron Valley Parkway, Suite 270, Charlotte, NC 28211

Brian Jones (CRD# 4508120) is an Investment Advisor Representative working at Providence Capital Advisors, LLC in Charlotte, NC and has over 22 years of experience in the finance industry.

3
Stephen Ratcliffe, financial advisor Charlotte NC
Stephen P. Ratcliffe
CRD#: 4497072
4500 Cameron Valley Parkway, Suite 270, Charlotte, NC 28211

Stephen Ratcliffe (CRD# 4497072) is an Investment Advisor Representative working at Providence Capital Advisors, LLC in Charlotte, NC and has over 22 years of experience in the finance industry.

4
Thomas Searson, financial advisor Charlotte NC
Thomas M. Searson
CRD#: 4915647
4500 Cameron Valley Parkway, Suite 270, Charlotte, NC 28211

Thomas Searson (CRD# 4915647) is an Investment Advisor Representative working at Providence Capital Advisors, LLC in Charlotte, NC and has over 19 years of experience in the finance industry.

5
Melissa Wall, financial advisor Charlotte NC
Melissa S. Wall
CRD#: 4750588
4500 Cameron Valley Parkway, Suite 270, Charlotte, NC 28211

Melissa Wall (CRD# 4750588) is an Investment Advisor Representative working at Providence Capital Advisors, LLC in Charlotte, NC and has over 20 years of experience in the finance industry.

6
Marcie Haines, financial advisor Charlotte NC
Marcie R. Haines
CRD#: 7581657
4500 Cameron Valley Parkway, Suite 270, Charlotte, NC 28211

Marcie Haines (CRD# 7581657) is an Investment Advisor Representative working at Providence Capital Advisors, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

7
Dennis Park, financial advisor Charlotte NC
Dennis J. Park
CRD#: 4318267
4500 Cameron Valley Parkway, Suite 270, Charlotte, NC 28211

Dennis Park (CRD# 4318267) is an Investment Advisor Representative working at Providence Capital Advisors, LLC in Charlotte, NC and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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