One Providence Capital

One Providence Capital (CRD# 138508) is a financial advisory firm headquartered in Cary, NC. They manage $73,922,885 in 154 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    154
    ACCOUNTS
  • Average Account Value
    $480,019
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, VA

Financial Advisors at One Providence Capital
Showing 1 - 1 of 1 top financial advisors.
1
Dexter V. Perry
CRD#: 2460027
1400 Crescent Green, G100, Cary, NC 27518
96
Wealthminder
score

Dexter Perry (CRD# 2460027) is an Investment Advisor Representative working at One Providence Capital in Cary, NC and has over 22 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.

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