Advisor at Provident Wealth Management Inc
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Firm
Provident Wealth Management Inc
Location
Erie, PA 16506
Credentials
Series 63, Series 65
Industry experience
12 years
Richard Smith is a financial advisor at Provident Wealth Management, Inc. in Erie, PA, holding Series 63 and Series 65 licenses with 12 years of industry experience. Prior to his current role, he worked at Penn State University for five years. Outside of advising, he is a shareholder and assists in management duties at Provident Private Estate Management, a property management company. Provident Wealth Management, Inc. provides financial planning, investment supervisory services, and asset-allocation advice to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm employs an eclectic investment approach combining fundamental, technical, and cyclical analysis with strategic and tactical asset allocation, offering both discretionary and non-discretionary account management alongside insurance and employee-benefit consulting services.
Based on Provident Wealth Management Inc
$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.75% $5,000,000+: Negotiated based on services provided
Adviser or its supervised persons may receive asset-based commissions and service fees from affiliated broker/dealers and fund companies, but not from investments held in TD Ameritrade brokerage accounts.
$300 to $500 per hour for financial planning and investment consultations
3527 West 26 Th Street
Erie, PA 16506
Pennsylvania
Provident Wealth Management, Inc.
2014 - Present (12 years)
PENN STATE University
2011 - 2016 (5 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.
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.
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
Erie, PA
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Series 63, Series 65
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CFP®, CFA®, Series 65
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Series 66
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Series 65
Erie, PA
Robbins Wealth Management
CFA®
Erie, PA
Bishop & Company Investment Management, LLC
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