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
Dallas, TX
Credentials
Series 65, Series 66
Industry experience
9 years
Stefan Lloyd is a financial advisor at Provident Wealth Management in Dallas, TX, holding Series 65 and Series 66 licenses with nine years of industry experience. His prior roles include positions at Morgan Stanley, Ovington Advisors, and several boutique firms. Provident Wealth Management serves individuals, trusts, estates, and small businesses with investment advisory and financial planning services. The firm offers customized portfolios aligned with client goals and risk tolerance, incorporating fundamental, technical, and cyclical analysis, and provides educational seminars and advice on cryptocurrencies and digital assets.
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)
Dallas, TX
Texas
Provident Wealth Management, Inc.
2024 - Present (2 years)
Strategic Financial Concepts, LLC
2023 - 2024 (1 year)
White Rock Associates LLC
2020 - 2021 (1 year)
White Rock Advisors LLC
2020 - 2021 (1 year)
Commerce Street Capital, LLC
2019 - 2020 (1 year)
Ovington Advisors
2018 - 2023 (5 years)
FourPark Management LLC
2017 - 2019 (2 years)
Morgan Stanley
2016 - 2017 (1 year)
Almont Capital
2012 - 2016 (4 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 63, Series 65
Burlington, NC
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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