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Laura C
Series 63, Series 65
Burlington, NC
Provident Wealth Management
Laura Collins is a financial advisor at Provident Wealth Management with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Meritage Holdings, LLC, Lincoln Financial Securities Corporation, and Crossharbour Partners, LLC. Outside of her advisory role, Collins serves as managing member and consultant at Crossharbour Partners, LLC, focusing on non-qualified deferred compensation strategies in collaboration with attorneys and CPAs. Provident Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, offering asset management, financial planning, and consulting services. The firm combines discretionary and non-discretionary mandates, utilizes a range of investment analysis techniques, and provides advice on cryptocurrencies through a specialized custodian option.
Stefan L
Series 65, Series 66
Dallas, TX
Provident Wealth Management
Stefan Lloyd is a financial advisor at Provident Wealth Management in Dallas, TX, holding Series 65 and Series 66 credentials with 10 years of industry experience. His prior roles include positions at Strategic Financial Concepts, White Rock Associates, Commerce Street Capital, Ovington Advisors, FourPark Management, and Morgan Stanley. Provident Wealth Management provides investment advice to individuals, trusts, estates, charitable organizations, and business entities. The firm offers both discretionary and non-discretionary asset management, financial planning, consulting, educational seminars, and cryptocurrency advisory services, utilizing a combination of fundamental, technical, charting, and cyclical investment analysis.
Katrina S
Series 63, Series 65
Burlington, NC
Provident Wealth Management
Katrina Stalls is a financial advisor at Provident Wealth Management with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked with Wells Fargo Advisors and Wells Fargo Bank. In addition to her advisory role, she is involved with Provident Insurance Group as an insurance agent and notary public. Provident Wealth Management provides investment advice to individuals, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, and cryptocurrency advisory services, operating with both discretionary and non-discretionary mandates and incorporating a variety of investment analysis techniques.
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