Paul Shannon Michel
Investment adviser representative at Provident Financial Planning, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$174.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Provident Financial Planning, LLCDec 2017 to now
- Fidelity InvestmentsMay 2012 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Provident Financial Planning, LLC
$174.2MAssets managed
72Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5573836
- Firm CRD
- 291830