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Nicholas Dane Vantrease

Provident Wealth, LLC

Knoxville, TN

CRD 6810853

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Employer firm

Provident Wealth, LLC CRD 288660

$98.5M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Provident Wealth, Llc

Knoxville, TN • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2017-08-09
  • TN RA
    APPROVED
    Since 2017-08-09

Branch Locations

Knoxville, TN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Clayton Bank And Trust Knoxville TN 05/2010 07/2017
Provident Wealth, Llc Knoxville TN 08/2017 Present
  • 05/2010 → 07/2017
    Clayton Bank And Trust
    Knoxville, TN
  • 08/2017 → Present
    Provident Wealth, Llc
    Knoxville, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-22
  • S65 Uniform Investment Adviser Law Examination
    2017-04-22
Designations
  • Certified Financial Planner

View on SEC IAPD

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