Providence Financial
Providence Financial (CRD# 165247) is a financial advisory firm headquartered in Jefferson City, MO. They manage $13,600,000 in 287 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management14MILLION
-
Total Number of Accounts287ACCOUNTS
-
Average Account Value$47,387
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MO, NC
Financial Advisors at Providence Financial
No Advisor Found.
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