James
Kunkel
Provenance Wealth Advisors
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About this Advisor
James Kunkel is a financial advisor based in Fort Lauderdale, Florida, working with Provenance Wealth Advisors. James has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, and Provenance Wealth Advisors. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, James is part of Provenance Wealth Advisors, which operates out of Fort Lauderdale, Florida. The firm has 7 offices and 50 employees. The firm manages assets totaling $2.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Provenance Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Provenance Wealth Advisors Brokerage Details
$2,615,605,368
50
2,046
$1,278,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
James Kunkel Work History
Provenance Wealth Advisors
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Disclosures
Please visit the SEC profile of James Kunkel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Provenance Wealth Advisors
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Miami, FL
Fort Lauderdale, FL
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