Providus Advisors, LLC

Providus Advisors, LLC (CRD# 136182) is a financial advisory firm headquartered in Chandler, AZ. They manage $103,953,103 in 319 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    319
    ACCOUNTS
  • Average Account Value
    $325,872
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

AZ, TX

Financial Advisors at Providus Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James D. Dwyer
CRD#: 4204088
1490 S. Price Road, Suite 303, Chandler, AZ 85286
96
Wealthminder
score

James Dwyer (CRD# 4204088) is an Investment Advisor Representative working at Providus Advisors, LLC in Chandler, AZ and has over 16 years of experience in the finance industry. James Dwyer 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.

2
Michael D. McGinley
CRD#: 2849266
1490 S. Price Road, Suite 303, Chandler, AZ 85286
86
Wealthminder
score

Michael McGinley (CRD# 2849266) is an Investment Advisor Representative working at Providus Advisors, LLC in Chandler, AZ and has over 19 years of experience in the finance industry. Michael McGinley 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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