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Alan B
Series 66
Huntsville, AL
Providence Wealth Advisors, LLC
Alan Bagwell is a financial advisor at Providence Wealth Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Providence Wealth Advisors since 2018, following prior roles at Keel Point Capital and Blue Creek Investment Partners and Securities. In addition to his advisory work, Bagwell spends time on accounting and tax return preparation activities. Providence Wealth Advisors is a fee-only registered investment adviser serving individuals, corporate retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers personalized financial planning and discretionary portfolio management, emphasizing customized asset allocation and fundamental analysis, and is also registered as a CPA firm, providing integrated tax and accounting services alongside investment advice.
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