William McKenna, financial advisor Mason OH

William McKenna

CRD Number: 1029691
Current Firm: Provenance Wealth Advisors

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.

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Professional Designations
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
Contact Info for William G. McKenna
Phone Number: 954-712-8888
Registered State(s):
  • FL
  • GA
  • IL
  • MI
  • OH
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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