Provenance Wealth Advisors

Provenance Wealth Advisors (CRD# 126529) is a financial advisory firm headquartered in Fort Lauderdale, FL. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OH

Financial Advisors at Provenance Wealth Advisors
Showing 1 - 10 of 21 top financial advisors.
1
Randi K. Grant
CRD#: 2978196
515 East Las Olas Blvd., 15th Floor, Fort Lauderdale, FL 33301
96
Wealthminder
score

Randi Grant (CRD# 2978196) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 20 years of experience in the finance industry. Randi Grant has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William G. McKenna
CRD#: 1029691
8571 Mason-montgomery, Suite 38, Mason, OH 45040
96
Wealthminder
score

William McKenna (CRD# 1029691) is an Investment Advisor Representative working at Provenance Wealth Advisors in Mason, OH and has over 35 years of experience in the finance industry.

3
Todd A. Moll
CRD#: 2134560
515 East Las Olas Boulevard, 15th Floor, Fort Lauderdale, FL 33301
96
Wealthminder
score

Todd Moll (CRD# 2134560) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 18 years of experience in the finance industry. Todd Moll has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Scott R. Montgomery
CRD#: 1707242
515 East Las Olas Boulevard, 15th Floor, Fort Lauderdale, FL 33301
96
Wealthminder
score

Scott Montgomery (CRD# 1707242) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 29 years of experience in the finance industry.

5
Kenneth J. Strauss
CRD#: 2978197
515 East Las Olas Blvd., 15th Floor, Fort Lauderdale, FL 33301
96
Wealthminder
score

Kenneth Strauss (CRD# 2978197) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 20 years of experience in the finance industry. Kenneth Strauss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Barry M. Brant
CRD#: 4658537
515 East Las Olas Blvd., 15th Floor, Fort Lauderdale, FL 33301
93
Wealthminder
score

Barry Brant (CRD# 4658537) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 17 years of experience in the finance industry.

7
Sean T. Deviney
CRD#: 4568328
515 E. Las Olas Blvd. 15th Floor, Fort Lauderdale, FL 33301
93
Wealthminder
score

Sean Deviney (CRD# 4568328) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 14 years of experience in the finance industry.

8
Brendan T. Hayes
CRD#: 2890836
515 E. Las Olas Blvd., 15th Floor, Fort Lauderdale, FL 33301
93
Wealthminder
score

Brendan Hayes (CRD# 2890836) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 20 years of experience in the finance industry.

9
Lee F. Hediger
CRD#: 2696174
5100 Town Center Circle, Suite 430, Boca Raton, FL 33486
93
Wealthminder
score

Lee Hediger (CRD# 2696174) is an Investment Advisor Representative working at Provenance Wealth Advisors in Boca Raton, FL and has over 20 years of experience in the finance industry.

10
James E. Kunkel
CRD#: 2197345
515 East Las Olas Boulevard, 15th Floor, Fort Lauderdale, FL 33301
93
Wealthminder
score

James Kunkel (CRD# 2197345) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 25 years of experience in the finance industry.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.