Advisor at D & P Investment Advisors, Ltd.
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
D & P Investment Advisors, Ltd.
Location
Wakefield, RI 02880
Credentials
PFS™, Series 65
Industry experience
23 years
Mark Provost is a financial advisor at D & P Investment Advisors, Ltd. with 23 years of industry experience. He holds the PFS™ designation and Series 65 license. He has been with D & P Investment Advisors since 2002 and is also a principal at Desista & Provost, LLP, a certified public accounting firm where he allocates a portion of his professional time. D & P Investment Advisors provides financial planning, consulting, and investment management to individual investors and institutional clients such as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages assets on a non-discretionary basis, employing a process that combines fundamental and technical analysis to recommend diversified portfolios tailored to clients’ risk tolerance and time horizon.
Based on D & P Investment Advisors, Ltd.
Based on D & P Investment Advisors, Ltd.
1.00% annually
$270 to $300 per hour
Minimum fee: In limited circumstances, an annual fixed fee up to $20,000, prorated and charged quarterly
10 High Street, Suite B
Wakefield, RI 02880
Florida · Massachusetts · Rhode Island · Texas
D & P Investment Advisors, Ltd.
2002 - Present (24 years)
Desista & Provost, LLP
1999 - Present (27 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.
Series 63, Series 65, Series 66
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Series 63, Series 65
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Series 65
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CFP®, Series 65
North Kingstown, RI
Wickford Wealth Management, LLC
Series 66
Richmond, RI
Quahog Investments LLC
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