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VerifiedFinancial Services· Founded 1983

Provest Wealth Advisors

ProVest Wealth Advisors is a financial services firm in the upstate of South Carolina that has been delivering customized financial advice to individual investors for over 30 years. We take a team approach to working with our clients. Our entire staff is focused on serving our clients yet the investment research and decision making is carried out by the licensed professionals, Noel Swain and Russ Dickerson. We manage money on a fee basis. While we are a full service financial practice, the focus of our business is money management on a fee basis. When we act as your Investment Advisory Representative we take a fiduciary responsibility for the money we manage. Registered Representative, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. ProVest Wealth Advisors & Cambridge are not affiliated

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HeadquartersSpartanburg, United StatesEmployees10(1 to 10)Annual revenue$1M to <$10MFounded year1983Websiteprovestwealth.comLinkedIn profileLinkedIn

Verified contacts

3

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10

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3

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Top roles at Provest Wealth Advisors

3 distinct titles indexed · top 3 shown.

  • 1director of business development
  • 1marketing internship
  • 1owner

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