CP
CP

Christopher Peter Provo

33 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
3,136 clients
Average Client Portfolio
$767K average
Assets Under Management
$2.4B

Fee Structure

Financial Planning:Investment management only
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Location

385 South Street, Shrewsbury, MA, 01545

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher is the President, CEO, and owner of The Patriot Financial Group, LLC and President/CEO of Provo Financial Services, Inc., spending full-time on these investment advisory and business management roles. He also engages in fixed insurance business and insurance sales, including health, group life, and disability insurance, dedicating minimal time to these activities.

Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
December 2022 - Present · 3 yrs 2 mos
The Patriot Financial Group, LLC
October 2014 - Present · 11 yrs 4 mos
Previous Registrations
Securities America, INC.Broker
June 2018 - December 2022 · 4 yrs 6 mos
LPL Financial LLC
March 2009 - October 2015 · 6 yrs 7 mos
LPL Financial LLCBroker
February 2009 - July 2018 · 9 yrs 5 mos
Independent Advisers Group CORP
May 2002 - September 2004 · 2 yrs 4 mos
Lincoln Financial Securities Corporation
March 2000 - February 2009 · 8 yrs 11 mos
Lincoln Financial Securities CorporationBroker
February 2000 - February 2009 · 9 yrs
New England SecuritiesBroker
October 1992 - February 2000 · 7 yrs 4 mos
Pruco Securities CorporationBroker
October 1992 - January 1993 · 3 mos
State Registrations12 states
CACTDEFLMAMENCNHRISCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christopher Peter Provo - Financial Advisor | TrueAdvisor