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James Scott Harkness

PROVIDENT TRUST COMPANY·WAUKESHA, Wisconsin
Clean record27 years registeredPROVIDENT TRUST COMPANY
N16 W23217 STONE RIDGE DRIVE, WAUKESHA, WI 53188-1199CRD# 4375804Firm CRD# 110118

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Scott Harkness · WAUKESHA, WI
Registration
CRD #4375804 · PROVIDENT TRUST COMPANY · 27 years registered
Brand Profile
Not yet started
01

Career History

PROVIDENT TRUST COMPANY
Jan 1999 – present
02

Registrations & Exams

Registration record
First registered · January 7, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PROVIDENT TRUST COMPANY
CRD 110118 · SEC 801-58213
AUM
$5.7B
Regulatory assets under management
Employees
12
1,119 client accounts
Services offered by PROVIDENT TRUST COMPANY
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at PROVIDENT TRUST COMPANY →
Introduction

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05

Frequently Asked Questions

What services does James Scott Harkness offer?
James Scott Harkness specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WAUKESHA, Wisconsin for a consultation.
What are James Scott Harkness's credentials?
James Scott Harkness is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Scott Harkness located?
James Scott Harkness is based in WAUKESHA, Wisconsin, working with PROVIDENT TRUST COMPANY. Their office serves clients in the WAUKESHA metropolitan area and surrounding communities.
How does James Scott Harkness charge for services?
James Scott Harkness's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROVIDENT TRUST COMPANY?
PROVIDENT TRUST COMPANY has approximately 12 employees and manages $5.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PROVIDENT TRUST COMPANY

Thomas Nathaniel Tuttle
WAUKESHA, WI
Dudley James Godfrey
WAUKESHA, WI
Michael Anthony Schelble
WAUKESHA, WI

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