Joseph Karl, financial advisor Fort Lauderdale FL

Joseph Karl

CRD Number: 5478578
Current Firm: Provenance Wealth Advisors

Joseph Karl (CRD# 5478578) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Pwa Securities, LLC Ft. Lauderdale, FL Aug 2023 - Current < 1
Provenance Wealth Advisors Ft. Lauderdale, FL Feb 2012 - Current 12
Raymond James Financial Services Advisors Inc. Fort Lauderdale, FL Sep 2013 - Aug 2023 9
Raymond James Financial Services Ft. Lauderdale, FL Aug 2013 - Aug 2023 10
Non-variable Insurance Ft. Lauderdale, FL Dec 2013 - Jan 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Joseph Karl
Phone Number: 954-712-8888
Registered State(s):
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • KY
  • MD
  • MA
  • MI
  • MO
  • NJ
  • NY
  • OH
  • WY
By the Numbers
  • Total Assets Under Management
    2,642
    MILLIONS
  • Total Number of Accounts
    2,445
    ACCOUNTS
  • Average Account Value
    $1,080,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, MO, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY

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