William McKenna (CRD# 1029691) is an Investment Advisor Representative working at Provenance Wealth Advisors in Mason, OH and has over 42 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Pwa Securities, LLC | Mason, OH | Aug 2023 - Current | < 1 |
Angelique Mckenna Estate Executor | Maineville, OH | Feb 2019 - Current | 5 |
William And Angelique Family Trust | Maineville, OH | Feb 2019 - Current | 5 |
Non-variable Insurance | Mason, OH | Jan 2017 - Current | 7 |
Provenance Wealth Advisors | Mason, OH | Apr 2013 - Current | 10 |
Providence Consulting And Wealth Advisors, LLC | Mason, OH | Oct 2008 - Current | 15 |
Raymond James Financial Services Advisors Inc. | Mason, OH | Sep 2013 - Aug 2023 | 9 |
Raymond James Financial Services | Mason, OH | Aug 2013 - Aug 2023 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1982 |
- FL
- GA
- IL
- MI
- OH
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Total Assets Under Management2,642MILLIONS
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Total Number of Accounts2,445ACCOUNTS
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Average Account Value$1,080,469
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
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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