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Mark Robert Provost

D & P INVESTMENT ADVISORS, LTD.·WAKEFIELD, Rhode Island
Clean recordD & P INVESTMENT ADVISORS, LTD.
10 HIGH STREET, WAKEFIELD, RI 02879CRD# 4516166Firm CRD# 119631

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Robert Provost · WAKEFIELD, RI
Registration
CRD #4516166 · D & P INVESTMENT ADVISORS, LTD.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark Robert Provost is a registered financial advisor based in WAKEFIELD, Rhode Island, affiliated with D & P INVESTMENT ADVISORS, LTD.. 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
Introduction

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03

Firm Overview

Firm
D & P INVESTMENT ADVISORS, LTD.
D & P INVESTMENT ADVISORS, LTD.
AUM
$152M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at D & P INVESTMENT ADVISORS, LTD. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4516166
Firm CRD# 119631
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Robert Provost offer?
Mark Robert Provost specializes in Financial Planning, Investment Management. Contact their office in WAKEFIELD, Rhode Island for a consultation.
What are Mark Robert Provost's credentials?
Mark Robert Provost is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Robert Provost located?
Mark Robert Provost is based in WAKEFIELD, Rhode Island, working with D & P INVESTMENT ADVISORS, LTD.. Their office serves clients in the WAKEFIELD metropolitan area and surrounding communities.
How does Mark Robert Provost charge for services?
Mark Robert Provost's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is D & P INVESTMENT ADVISORS, LTD.?
D & P INVESTMENT ADVISORS, LTD. has approximately 1 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Rhode Island
PROVIDENCE (133)SMITHFIELD (23)WESTERLY (17)NEWPORT (12)WARWICK (11)WEST WARWICK (9)MIDDLETOWN (8)JOHNSTON (7)CRANSTON (7)EAST GREENWICH (6)
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Research
Advisor Fees in Rhode IslandNational Fee Analysis
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