One Providence Capital, LLC
One Providence Capital, LLC (CRD# 138508) is a financial advisory firm headquartered in , . They manage $18,680,589 in 123 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
One Providence Capital, LLC
By the Numbers
-
Total Assets Under Management19MILLION
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Total Number of Accounts123ACCOUNTS
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Average Account Value$151,875
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD, NC, VA
Financial Advisors at One Providence Capital, LLC
1
Dexter Perry (CRD# 2460027) is an Investment Advisor Representative working at One Providence Capital, LLC in Apex, NC and has over 30 years of experience in the finance industry.
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