Provident Wealth Management

Provident Wealth Management (CRD# 299389) is a financial advisory firm headquartered in Burlington, NC. They manage $9,453,506 in 114 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1225 Huffman Mill Rd, Suite 203, Burlington, NC 27215
http://www.provident-wealth.com
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $82,925
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, TX

Financial Advisors at Provident Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Laura Collins, financial advisor Burlington NC
Laura C. Collins
CRD#: 5438804
1225 Huffman Mill Rd, Suite 203, Burlington, NC 27215

Laura Collins (CRD# 5438804) is an Investment Advisor Representative working at Provident Wealth Management in Burlington, NC and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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