Victoria
Provost
Planning Directions, Inc
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About this Advisor
Victoria Provost is a financial advisor based in Glen Mills, Pennsylvania, working with Planning Directions, Inc. Victoria has previously held positions at Commonwealth Financial Network, University Of Richmond, Tavern 52 Restaurant, Common Cents Planning, Inc, and Planning Directions, Inc. Victoria has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Victoria is part of Planning Directions, Inc, which operates out of Glen Mills, Pennsylvania. The firm has 7 employees and manages assets totaling $422.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Planning Directions, Inc includes asset-based and hourly fees.
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Planning Directions, Inc Brokerage Details
$422,810,723
7
1,258
$336,098
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Victoria Provost Work History
Commonwealth Financial Network
Planning Directions, Inc
Common Cents Planning, Inc
Commonwealth Financial Network
N/A
University Of Richmond
Tavern 52 Restaurant
University Of Richmond
Disclosures
Please visit the SEC profile of Victoria Provost to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Planning Directions, Inc
Glen Mills, PA
Glen Mills, PA
Glen Mills, PA
Glen Mills, PA
Glen Mills, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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