Provident Wealth Management Group
401 E Jackson St.
Suite 3675
Tampa, FL 33602
8132838413
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
21
Number of Years with Current Firm
15
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
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
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
RothIRA.org provides referrals to financial professionals of LPL Financial, LLC (LPL). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org 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.