Business Description

"The mission of Provident Wealth Management Group is to provide each of our clients with unbiased 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 Independent Financial Partners, A Registered Investment Advisor and separate entity from LPL Financial.

General Information

Gender:

Male

CRD#:

4769331

Firm CRD#:

6413

Name of Broker/Dealer:

LPL Financial

States Licensed in:

FL, AL, PA

States Willing to do Business in:

FL, AL, PA

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Businesses, Individual Investors, Non-Profit Organizations

Services

Investment Types:

Mutual Funds, Insurance, Annuities, Stocks, Bonds, Exchange Traded Funds (ETFs), Alternative Investments

Qualifications & Memberships

Certifications, Accreditations & Designations:

Chartered Retirement Planning Counselor (CRPC®)

Securities Licenses:

Series 66, Series 7

Insurance and Annuity Licenses:

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

Firm Information

Number of Advisors in Office:

Up to 10 employees

I work with clients as part of a team:

Yes

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

Fee Structure:

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts:

50000

Compensation Methods:

Based on Assets, Commissions, Flat Fee

Prepared By:

Jarrod Rutledge