Providence Financial Advisors, LLC
Providence Financial Advisors, LLC (CRD# 124839) is a financial advisory firm headquartered in Overland Park, KS. They manage $412,180,675 in 360 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Providence Financial Advisors, LLC
By the Numbers
-
Total Assets Under Management412MILLION
-
Total Number of Accounts360ACCOUNTS
-
Average Account Value$1,144,946
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KS, MO, TX
Financial Advisors at Providence Financial Advisors, LLC
1
Steven Cox (CRD# 2084626) is an Investment Advisor Representative working at Providence Financial Advisors, LLC in Olathe, KS and has over 25 years of experience in the finance industry.
2
Steven Cox (CRD# 6017637) is an Investment Advisor Representative working at Providence Financial Advisors, LLC in Overland Park, KS and has over 9 years of experience in the finance industry.
3
Mark Donaldson (CRD# 2346627) is an Investment Advisor Representative working at Providence Financial Advisors, LLC in Overland Park, KS and has over 29 years of experience in the finance industry.
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