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Brian P Alderson

PROVIDENCE CAPITAL ADVISORS, LLC·CHARLOTTE, North Carolina
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4500 CAMERON VALLEY PARKWAY, CHARLOTTE, NC 28211CRD# 5526339Firm CRD# 174631
01

About

Brian P Alderson is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with PROVIDENCE CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PROVIDENCE CAPITAL ADVISORS, LLC
PROVIDENCE CAPITAL ADVISORS, LLC
AUM
$770M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at PROVIDENCE CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5526339
Firm CRD# 174631
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian P Alderson offer?
Brian P Alderson specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Brian P Alderson's credentials?
Brian P Alderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian P Alderson located?
Brian P Alderson is based in CHARLOTTE, North Carolina, working with PROVIDENCE CAPITAL ADVISORS, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Brian P Alderson charge for services?
Brian P Alderson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROVIDENCE CAPITAL ADVISORS, LLC?
PROVIDENCE CAPITAL ADVISORS, LLC has approximately 13 employees and manages $770M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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