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Featured Business Financial Advisor in Tampa, FL
Tampa Financial Advisors
Provident Wealth Management Group
3030 North Rocky Point Drive West, Suite 700
Tampa, FL 33607
(813) 283-8413
“CERTIFIED FINANCIAL PLANNER™”
Advisor Profile
Jarrod Rutledge,  CFP®
Name:  Jarrod Rutledge, CFP®
Phone Number:  (813) 283-8413
Website:  Visit Website

About Provident Wealth Management Group

"The mission of Provident Wealth Management Group is to provide
each of our clients with unbiased well researched advice, industry
leading products, and exceptional personalized service, while
acting in their best interest at all times."We are independent
financial advisors with LPL Financial. We focus on the preservation
of wealth, investment growth, maintaining income during retirement
years, and our client’s protection needs. We provide our clients
with ongoing advice and support, periodic face-to-face service
meetings, portfolio rebalancing, and asset allocation analysis. At
Provident Wealth Management Group we work to benefit and enrich the
lives of our clients by upholding our high standard of care. We
work without the constraints of proprietary products, conflicts of
interest, or hidden agendas. We offer our clients unparalleled
financial advice and first-class service and investment
products. Securities offered through LPL Financial, member
FINRA/SIPC. Investment Advice offered through Provident Wealth
Management Group, A Registered Investment Advisor and separate
entity from LPL Financial.
 

General Information

Gender:    Male
CRD#:    4769331
Firm CRD#:    6413
Name of Broker/Dealer:    LPL Financial
States Licensed in:    FL, AL, PA
States Willing to do Business in:   
Years of Experience in Financial Services:    12
Number of Years with Current Firm:    6
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses
 

Services

Investment Types:    Annuities, Exchange Traded Funds (ETFs), Insurance, Alternative Investments, Stocks, Bonds, Mutual Funds
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 66, Series 7
Insurance and Annuity Licenses:    Annuity, Life, Long Term Care, Variable Annuity, Variable Life, Disability
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    50000
Compensation Methods:    Flat Fee, Based on Assets, Commissions
 
 
 
Prepared By: Jarrod Rutledge, CFP®

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