Melvin
Perez
Provenance Wealth Advisors
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About this Advisor
Melvin Perez is a certified financial planner operating in Miami, Florida who has 5 years of relevant experience. Perez is on the advisory team at Provenance Wealth Advisors. During their career, the advisor has held roles at Raymond James Financial Services Advisors Inc, Providence Global Advisors LLC, N/A, Raymond James & Associates, Inc, Raymond James Financial Services, Inc and Provenance Wealth Advisors. Perez has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to serve investors in Florida. Provenance Wealth Advisors is a registered investment company that has its headquarters in Fort Lauderdale, FL. It has offices in seven locations and a total of 54 advisors. It controls $623 million in total assets across its 108 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. The company performs a set of services, including financial planning services, pension consulting services and other services. Fees for financial advisory services largely are based on the type of services provided. Fees charged by Provenance Wealth Advisors can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Provenance Wealth Advisors Brokerage Details
$623,232,415
54
108
$5,770,671
Investment Advisory Services
- Financial planning services
- Pension consulting services
- Other
Melvin Perez Work History
Melvin has been registered as a financial advisor for 5 years.*
N/A
Raymond James Financial Services Advisors Inc
Providence Global Advisors LLC
Raymond James Financial Services, Inc
Provenance Wealth Advisors
Raymond James & Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Melvin Perez 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
Miami, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Miami, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Miami, FL
Mason, OH
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.