Theodore Provo (CRD# 6961893) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has 1 year of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Provo Wealth Management | Shrewsbury, MA | May 2017 - Current | 7 |
| Babson College | Babson Park, MA | Jan 2018 - May 2021 | 3 |
| Quinsigamond Community College | Worcester, MA | Jun 2016 - Dec 2017 | 1 |
| Worcester Polytechnical Institute | Worcester, MA | Dec 2016 - May 2017 | < 1 |
| St Johns High School | Shrewsbury, MA | Jun 2013 - Dec 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- MA
-
Total Assets Under Management2,119MILLIONS
-
Total Number of Accounts6,607ACCOUNTS
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Average Account Value$320,780
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IA, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
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