Alexander Woodrow Wilson
Investment adviser representative at Provident Financial Planning, LLC
11 yearsExperience
1 stateRegistered in
$174.2MFirm assets
4 yearsFirm in business
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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
11 years in the industry.
- Provident Financial Planning, LLCJan 2026 to now
- Navy Federal Credit UnionAug 2025 to Oct 2025
- U.S. NavyAug 2020 to Aug 2025
- UnemployedJan 2020 to Aug 2020
- Plano Academy High SchoolJan 2015 to Jan 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8216285
- Firm CRD
- 291830