Mark Epp

3560 Youree Dr.
Shreveport, LA 71105

Prudent Financial Decisions for Your Life

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

About Providus Financial Services, LLC

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.
see more
Mark Epp

Mark Epp

Communities Served

All but TN and NY

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:00 PM