Provident Wealth Management
Provident Wealth Management (CRD# 299389) is a financial advisory firm headquartered in Burlington, NC. They manage $9,453,506 in 114 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management9MILLION
-
Total Number of Accounts114ACCOUNTS
-
Average Account Value$82,925
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, TX
Financial Advisors at Provident Wealth Management
1
Laura Collins (CRD# 5438804) is an Investment Advisor Representative working at Provident Wealth Management in Burlington, NC and has over 16 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.