Robert Provance, financial advisor Independence OH

Robert Provance

CRD Number: 3116949
Current Firm: Lincoln Investment

Robert Provance (CRD# 3116949) is an Investment Advisor Representative working at Lincoln Investment in Independence, OH and has over 24 years of experience in the finance industry.

Similar Advisors
Richard Gerbracht, financial advisor Independence OH
Richard M. Gerbracht
CRD# 5310387
Lpl Financial LLC
Similar Advisors
Robert Billstein, financial advisor Independence OH
Robert A. Billstein
CRD# 1065232
Independence Capital Company, Inc.
Similar Advisors
Richard Martin, financial advisor Independence OH
Richard J. Martin
CRD# 4787364
The Center For Eldercare Finance
Professional Designations
Company Name Location Dates Years
Lincoln Investment Independence, OH Jan 2017 - Current 7
Legend Advisory Corporation Palm Beach Gardens, FL Jan 2015 - Sep 2019 4
Legend Equities Corporation Palm Beach Gardens, FL Dec 2014 - Jan 2017 2
Nationwide Securities Dublin, OH Mar 2005 - Dec 2014 9
Nationwide Ins Chagrin Falls, OH Mar 2005 - Dec 2014 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Robert F. Provance
Phone Number: 215-887-8111
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    15,356
    MILLIONS
  • Total Number of Accounts
    200,217
    ACCOUNTS
  • Average Account Value
    $76,696
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Robert Provance and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.