Robert C. Lentz
Professional summary
Robert Charlton Lentz JR, who also goes by Charlton Lentz, R. Charlton Lentz Jr, Robert Charlton Lentz, is a registered financial advisor currently at PROVIDENT WEALTH MANAGEMENT, LLC located in Colorado Springs, Colorado.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Robert has worked at 4 firms and has passed the Series 65, Series 63, Series 31, Series 7, Series 6, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Charlton Lentz JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 11, 2009 - Present
PROVIDENT WEALTH MANAGEMENT, LLC
November 18, 1999 - January 22, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 27, 1999 - January 22, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 20, 1997 - October 7, 1999
BNY MELLON SECURITIES CORPORATION
February 21, 1997 - October 30, 1997
MML INVESTORS SERVICES, LLC
Primary Firm SEC Registration
PROVIDENT WEALTH MANAGEMENT, LLC
CRD#: 130417 / SEC#: 801-62799
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/1/2025)
(2/12/2009)
Exams
Series 8
Date: 12/5/1997
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
PROVIDENT WEALTH MANAGEMENT, LLC
CRD#: 130417 / SEC#: 801-62799
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,195 |
| AUM (Assets Under Management) | $ 696,599,707 |
Red Flags
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