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Lee Ann Knell

PROVIDENT WEALTH MANAGEMENT, LLC·BRENTWOOD, Tennessee
Unclaimed Profile
105 WESTWOOD PLACE, SUITE 220, BRENTWOOD, TN 37027-5038CRD# 5039384Firm CRD# 130417
01

About

Lee Ann Knell is a registered financial advisor based in BRENTWOOD, Tennessee, affiliated with PROVIDENT WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
PROVIDENT WEALTH MANAGEMENT, LLC
PROVIDENT WEALTH MANAGEMENT, LLC
AUM
$589M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at PROVIDENT WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5039384
Firm CRD# 130417
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lee Ann Knell offer?
Lee Ann Knell specializes in Investment Management. Contact their office in BRENTWOOD, Tennessee for a consultation.
What are Lee Ann Knell's credentials?
Lee Ann Knell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lee Ann Knell located?
Lee Ann Knell is based in BRENTWOOD, Tennessee, working with PROVIDENT WEALTH MANAGEMENT, LLC. Their office serves clients in the BRENTWOOD metropolitan area and surrounding communities.
How does Lee Ann Knell charge for services?
Lee Ann Knell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROVIDENT WEALTH MANAGEMENT, LLC?
PROVIDENT WEALTH MANAGEMENT, LLC has approximately 9 employees and manages $589M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)FRANKLIN (76)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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