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PROVIDENT FINANCIAL PLANNING, LLC

Tel: 888-752-6234
6275 W Plano Pkwy
Ste 500
Plano, Texas  75093

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PROVIDENT FINANCIAL PLANNING, LLC

PROVIDENT FINANCIAL PLANNING, LLC is a Plano, Texas based financial advisory firm with nearly $155,030,421 in assets under management and provides investment advisory services for 319 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

Hourly charges, Fixed fees

Firm CRD#:

291830

SEC#:

801-123142

No. of Clients:

319

Assets under Management

$155,030,421

No. of Advisors:

2

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