Provident Wealth Management Group- Financial Advisor Tampa, FL

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About Provident Wealth Management Group

"The mission of Provident Wealth Management Group is to provide each of our clients with customized well researched advice, industry leading products, and exceptional personalized service, while acting in their best interest at all times". We are independent financial advisors with LPL Financial. We focus on the preservation of wealth, investment growth, maintaining income during retirement years, and our client's protection needs. We provide our clients with ongoing advice and support, periodic face-to-face service meetings, portfolio rebalancing, and asset allocation analysis. At Provident Wealth Management Group we work to benefit and enrich the lives of our clients by upholding our high standard of care. We work without the constraints of proprietary products, conflicts of interest, or hidden agendas. We offer our clients unparalleled financial advice and first-class service and investment products. Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Provident Wealth Management Group, A Registered Investment Advisor and separate entity from LPL Financial.

See Disclosures

General Information

Firm Start Year

2010

CRD#

4769331

Firm CRD#

6413

Insurance License#

E111794

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial and Charles Schwab

States Licensed in

AL, CO, FL, GA, IL, MI, SC

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

2004-2010 - Financial Advisor and Advisor Coach with Ameriprise Financial 2010-Present - Co-Founder of Provident Wealth Management Group

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Annuity, Health, Life, Variable Annuity, Long Term Care, Disability, Variable Life

Firm Information

Assets Managed by Firm

$90,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Commissions, Flat Fee, Based on Assets

Education

Bachelor's of Science - Business Economics

University of South Florida
08/2000 -05/2004

Bachelor's of Science - Personal Financial Planning

University of South Florida
08/2015 -12/2019

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities offered through LPL Financial, Member FINRA.org/SIPC.org. Investment Advice offered through IHT Wealth Management, a Registered Investment Advisor. IHT Wealth Management and Provident Wealth Management Group are separate entities from LPL Financial

*As reported by Financial Planning magazine, 1996-2023, based on total revenue.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Provident Wealth Management Group