Funds Used With Clients
Firm Client types
|Provident Capital Management, Inc.||23 years, 2 months||Aug 1993 - Present|
John Norman Dalton?
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Designations & Memberships
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Chartered Financial AnalystDesignationWidely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.
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Licenses & Conducts
Provident Capital Management, Inc.
$35.0MTotal Assets Under Management
N/ATotal Assets Under Advisement
$538.5KEstimated Average Account Balance
Types of Compensation Arrangements
- Percentage Of Assets
- Hourly Charges
- Fixed Fees