Provenance Wealth Advisors
Provenance Wealth Advisors (CRD# 126529) is a financial advisory firm headquartered in Fort Lauderdale, FL. They manage $2,615,605,368 in 2,046 accounts and serve the financial needs of clients across 32 states (or territories).
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Total Assets Under Management2,616MILLION
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Total Number of Accounts2,046ACCOUNTS
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Average Account Value$1,278,400
- 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
Oscar Castellanos (CRD# 4238841) is an Investment Advisor Representative working at Raymond James Financial Services, Inc. in Miami, FL and has over 15 years of experience in the finance industry.
Sean Deviney (CRD# 4568328) 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.
Pedro Harth-Silva (CRD# 1506798) is an Investment Advisor Representative working at Provenance Wealth Advisors in Marco Island, FL and has over 32 years of experience in the finance industry.
Brendan Hayes (CRD# 2890836) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 26 years of experience in the finance industry.
Lee Hediger (CRD# 2696174) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 26 years of experience in the finance industry.
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.
James Kunkel (CRD# 2197345) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 32 years of experience in the finance industry.
Kathleen Marteney (CRD# 2633637) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 28 years of experience in the finance industry.
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.
Todd Moll (CRD# 2134560) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 24 years of experience in the finance industry.