Provision Asset, LLC

Provision Asset, LLC (CRD# 282183) is a financial advisory firm headquartered in , . They manage $36,982,000 in 474 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    474
    ACCOUNTS
  • Average Account Value
    $78,021
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OK, TX

Financial Advisors at Provision Asset, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jay D. Beerley
CRD#: 6613158
Oak Point, TX

Jay Beerley (CRD# 6613158) is an Investment Advisor Representative working at Provision Asset, LLC in Oak Point, TX and has over 8 years of experience in the finance industry.

2
Anthony S. Rizzo
CRD#: 6438477
9500 Ray White Road, Suite 200, Keller, TX 76244

Anthony Rizzo (CRD# 6438477) is an Investment Advisor Representative working at Provision Asset, LLC in Keller, TX and has over 9 years of experience in the finance industry.

3
Casey L. Short
CRD#: 6436752
Oak Point, TX

Casey Short (CRD# 6436752) is an Investment Advisor Representative working at Provision Asset, LLC in Oak Point, TX and has over 10 years of experience in the finance industry.

4
Gwendolyn D. Louie
CRD#: 7428513
Little Elm, TX

Gwendolyn Louie (CRD# 7428513) 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.

5
Jonathan D. McEntire
CRD#: 7204802
Oak Point, TX

Jonathan McEntire (CRD# 7204802) is an Investment Advisor Representative working at Provision Asset, LLC in Oak Point, TX and has over 5 years of experience in the finance industry.

6
Daniel Thomas
CRD#: 7686978
Oak Point, TX

Daniel Thomas (CRD# 7686978) is an Investment Advisor Representative working at Provision Asset, LLC in Oak Point, TX and has 1 year of experience in the finance industry.

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