Advisor at Providence Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Providence Wealth Advisors, LLC
Location
Huntsville, AL
Credentials
Series 66
Industry experience
21 years
Alan Bagwell is a financial advisor at Providence Wealth Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Providence Wealth Advisors since 2018, following prior roles at Keel Point Capital and Blue Creek Investment Partners and Securities. In addition to his advisory work, Bagwell spends time on accounting and tax return preparation activities. Providence Wealth Advisors is a fee-only registered investment adviser serving individuals, corporate retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers personalized financial planning and discretionary portfolio management, emphasizing customized asset allocation and fundamental analysis, and is also registered as a CPA firm, providing integrated tax and accounting services alongside investment advice.
Based on Providence Wealth Advisors, LLC
Based on Providence Wealth Advisors, LLC
Occasionally financial planning services may be provided on a fixed fee basis
$0 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000+: 0.75%
$200/hour for financial planning and accounting services
Account minimum: $250,000 Minimum fee: $375 annual minimum per account Fee-only: Investment advisory fees based on assets under management; financial planning for non-investment clients billed hourly or fixed fee
Huntsville, AL
Alabama
Providence Wealth Advisors, LLC
2018 - Present (8 years)
Keel Point Capital, LLC
2018 - 2020 (2 years)
Blue Creek Investment Partners, Llc
2004 - 2018 (14 years)
Blue Creek Securities, Inc.
2004 - 2018 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®
Huntsville, AL
Capital Stewards, LLC
Series 65
Huntsville, AL
Lamont Trading Advisors, Inc.
CFP®, ChFC®, Series 63, Series 65
Toney, AL
Junkin & Company, Inc.
ChFC®, Series 63
Huntsville, AL
KG Consulting Group, Inc.
Series 65
Huntsville, AL
LifeFirst Wealth, LLC
Series 65
Huntsville, AL
Tennessee Valley Investment Management
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