Provision Asset, LLC

Provision Asset, LLC (CRD# 282183) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

OK, TX

Financial Advisors at Provision Asset, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Casey L. Short
CRD#: 6436752
Little Elm, TX
89
Wealthminder
score

Casey Short (CRD# 6436752) is an Investment Advisor Representative working at Provision Asset, LLC in Little Elm, TX and has over 4 years of experience in the finance industry.

2
Anthony S. Rizzo
CRD#: 6438477
Little Elm, TX
88
Wealthminder
score

Anthony Rizzo (CRD# 6438477) is an Investment Advisor Representative working at Provision Asset, LLC in Little Elm, TX and has over 3 years of experience in the finance industry.

3
Jay D. Beerley
CRD#: 6613158
Little Elm, TX
87
Wealthminder
score

Jay Beerley (CRD# 6613158) is an Investment Advisor Representative working at Provision Asset, LLC in Little Elm, TX and has 1 year of experience in the finance industry.

4
Randy G. McDaniel
CRD#: 4364563
7301 N. Broadway Ext. Suite 118, Oklahoma City, OK 73116
64
Wealthminder
score

Randy McDaniel (CRD# 4364563) is an Investment Advisor Representative working at Provision Asset, LLC in Oklahoma City, OK and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.