One Providence Capital
One Providence Capital (CRD# 138508) is a financial advisory firm headquartered in Cary, NC. They manage $21,568,335 in 153 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management22MILLION
Total Number of Accounts153ACCOUNTS
Average Account Value$140,970
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
Dexter Perry (CRD# 2460027) is an Investment Advisor Representative working at One Providence Capital in Cary, NC and has over 24 years of experience in the finance industry. Dexter Perry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.