Keith
Mckissock

Provident Wealth Management, LLC

CRD#5039387
Investment Advisor
in Brentwood, TN

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About this Advisor

Keith Mckissock is a financial advisor based in Brentwood, Tennessee, working with Provident Wealth Management, LLC. Keith has previously held positions at Keith Mckissock, Esq, Provident Wealth Management, LLC, and Provident Wealth Attorneys, Pllc. Keith has passed the Series 65 regulatory exam and is registered to provide services in Tennessee and Texas. Currently, Keith is part of Provident Wealth Management, LLC, which operates out of Brentwood, Tennessee. The firm has 9 employees and manages assets totaling $588.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Provident Wealth Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

101 Winners Circle Suite 101
Brentwood, TN 37027-5038

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Provident Wealth Management, LLC Brokerage Details

Total Assets Under Management

$588,584,005

TN Average: $730,596,643
Total Number of Employees

9

TN Average: 15
Total Number of Accounts

1,167

TN Average: 968
Average Account Size

$504,356

TN Average: $754,749

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Keith Mckissock Work History

2007 - Present (17 years)

Keith Mckissock, Esq

2007 - Present (17 years)

Provident Wealth Attorneys, Pllc

2005 - Present (19 years)

Provident Wealth Management, LLC

Disclosures

Please visit the SEC profile of Keith Mckissock 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 Provident Wealth Management, LLC

Matthew O'Connor
Brentwood, TN
Laurence Gillston
Brentwood, TN
Robert Lentz
Brentwood, TN
Paul Hayden
Brentwood, TN
Keith Mckissock
Brentwood, TN
Andrew Knell
Brentwood, TN

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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