Providus Financial Services, LLC | Financial Advisor in Shreveport ,LA

3560 Youree Dr.
Shreveport, LA 71105

Prudent Financial Decisions for Your Life


About

Providus Financial Services, LLC is an independent financial services company specializing in both investemtns and insurance. We take a wholistic view of the planning process and help our clients identify goals and objectives and choose the proper products to achieve their unique desired strategy.

12 Years of Experience


  • CRD# 15708
  • Insurance License# LA 266159
  • Series 6, 7, 63, 66

General Information
Firm Start Year:   2005
No.of Employees:   5-9
Insurance License#:   LA 266159
Name of Broker/Dealer:   ProEquities, Inc.
Name of Custodial Firm:   Pershing
States Licensed in:   LA, TX, AR
Number of Years with Current Firm:   7
I work with the following types of clients:   Individual Investors , Non-Profit Organizations , Businesses


Services
Investment Types:   Alternative Investments , Mutual Funds , Options & Futures , Bonds , Stocks , Annuities , Insurance , Mortgages & Real Estate , Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   Via email , At your home , At my office , Via phone , At your office


Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Accident , Disability , Health , Variable Life , Long Term Care , Variable Annuity , Life
Firm Information
Assets Managed by Advisor:   $7,000,000


Compliance
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:   $25,000
Compensation Methods:   Commissions , Flat Fee , Based on Assets
Fee % Based on Assets:   1-2.5%



FAQs

  • What are your qualifications? What is your education background? Series 6, 63, 7 and 66
  • What is your approach to financial planning? Identify goals and assets. Only through a deliberate process can we look at your situation to plan for income need, contingency fund planning, asset growth and/or wealth transfer.
  • What services do you offer? Stocks, Bonds, Mutual Funds, Fixed and Variable Annuities, 3rd party asset management, brokerage accounts, REITS, etc.
  • How many clients do you currently manage? 150 +/-
  • Will you be the only person working with me? Yes, on investments. I have a staff of insurance professionals that might work with us on specific insurance needs.
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Mark Epp

Mark Epp

Communities Served

All but TN and NY

Office Hours

Mon. 8:30 AM - 5:00 PM
Tue. 8:30 AM - 5:00 PM
Wed. 8:30 AM - 5:00 PM
Thu. 8:30 AM - 5:00 PM
Fri. 8:30 AM - 5:00 PM