Advisor at Provident Wealth Management
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
Provident Wealth Management
Location
Burlington, NC 27215
Credentials
Series 63, Series 65
Industry experience
16 years
Laura Collins is a financial advisor with Provident Wealth Management in Burlington, NC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior roles include positions at Lincoln Financial Securities Corporation and ongoing involvement with Crossharbour Partners, LLC and Gulfstream Capital Partners, Inc. Outside of advisory work, she is a managing member and consultant for non-qualified deferred compensation strategies and co-owner and vice president of a real estate brokerage firm. Provident Wealth Management serves individuals, trusts, estates, and small business entities with investment advisory and financial planning services. The firm offers customized portfolios based on client goals, combining fundamental, technical, and cyclical analysis, and includes optional cryptocurrency exposure according to client preferences.
Based on Provident Wealth Management
Negotiable fixed fee up to $10,000 for financial planning
$0 - $500,000: 1.25% annually $500,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.60% annually
Insurance products commissions received by representatives (approx. 35% of compensation)
Financial planning hourly fee of $250 per hour
Fee-only: Financial planning hourly fee: $250/hour; Fixed fees up to $10,000 (negotiable)
1225 Huffman Mill Rd, Suite 203
Burlington, NC 27215
North Carolina · Texas
Provident Wealth Management, Inc
2019 - Present (7 years)
Crossharbour Partners, LLC
2018 - Present (8 years)
Lincoln Financial Securities Corporation
2014 - 2019 (5 years)
Gulfstream Capital Partners, Inc
2005 - Present (21 years)
Provident Insurance Group, Inc
2002 - Present (24 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Pleasant Garden, NC
Crossroads Financial Services Inc
Series 65, Series 66
Dallas, TX
Provident Wealth Management
Series 63, Series 65
Burlington, NC
Provident Wealth Management
CFP®, Series 63, Series 65
Whitsett, NC
EPG Wealth Management LLC
Series 65
Burlington, NC
Secure Wealth, Inc.
Series 65
Burlington, NC
Strathmore Capital Advisors
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