Charles Thomas Provow

Employer firm

M Holdings Securities, Inc. CRD 43285

$3.21B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1995 → Present
  Provow & Associates - Evergreen Mgt
  Chattanooga, TN
• 03/2001 → Present
  M. Holdings Securities, Inc.
  Portland, OR
• 03/1993 → Present
  Evergreen Consulting Inc
  Chattanooga, TN

Other Businesses

1) ADP; WWW.ADP.COM; 10/26/16; REFERRALS; REFER ADP IN FOR PAYROLL SERVICES TO CLIENTS THAT NEED HELP IN THAT REGARD; NOT INVESTMENT RELATED; ONLY PROVIDE INTRODUCTION OF CLIENTS TO ADP; 1 HOUR/MONTH; 1 HOUR/MONTH DURING BUSINESS HOURS; REFERRALS OR REFERRAL FEES. 2) TOM PROVOW LLC; 315 B ROBERT ROSE DRIVE, MURFRESSBORO, TN 37129; 01/2015; OWNER; LLC ESTABLISHED TO RECEIVE COMMISSIONS FROM GROUP HEALTH SALES; NOT INVESTMENT RELATED; 30 HOURS/MONTH; 30 HOURS/MONTH DURING BUSINESS HOURS; COMMISSIONS. 3) EVERGREEN CONSULTING INC; 6756 EXECUTIVE OAK LANE CHATTANOOGA TN 37421; MEMBER FIRM AFFILIATION; INVESTMENT RELATED; MARKETING; LIFE INSURANCE SALES; 3/1/1993; 100 HOURS PER MONTH; 25 HOURS DURING TRADING HOURS. 4) GROVE PROPERTY OWNERS ASSOCIATION; 6200 WILDING BLVD, COLLEGE GROVE, TN 37046; PROPERTY OWNER ASSOCIATION; NOT INVESTMENT-RELATED; HOA MEMBER; OVERSEE COMPLIANTS AND DECISIONS THAT ARE NEEDED FOR IMPROVEMENTS; 08/01/2024; 5 HOURS PER MONTH; 2 HOURS PER MONTH DURING TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-12-01

Designations

• Chartered Financial Consultant

Other Names

• Tom Provow
• Charles T Provow