William
Mckenna

Provenance Wealth Advisors

CRD#1029691
Investment Advisor
in Mason, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

William Mckenna is a chartered financial consultant working in Mason, Ohio with a total of 10 years of relevant experience. Mckenna is an advisor for Provenance Wealth Advisors. Their career trajectory has included roles at Walnut Street Securities, Provenance Wealth Advisors, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Providence Consulting And Wealth Advisors, LLC, Non-Variable Insurance, Angelique Mckenna Estate Executor and William And Angelique Family Trust. Mckenna maintains a Series 63 license, which qualifies them as a securities broker, and can operate in Florida and Ohio. Provenance Wealth Advisors is a registered investment firm based out of Fort Lauderdale, FL. The company has offices in seven locations and a total of 54 people on staff. It has $623 million in assets between its 108 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The business performs a set of services, including financial planning services, pension consulting services and other services. Financial advisory fees usually vary depending on the type of services offered. Fee types charged by Provenance Wealth Advisors can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

10 years

Services Offered

Financial planning services, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8571 Mason-Montgomery Suite 38
Mason, OH 45040

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Provenance Wealth Advisors Brokerage Details

Total Assets Under Management

$623,232,415

OH Average: $1,855,561,029
Total Number of Employees

54

OH Average: 62
Total Number of Accounts

108

OH Average: 2,474
Average Account Size

$5,770,671

OH Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Pension consulting services
  • Other

William Mckenna Work History

William has been registered as a financial advisor for 10 years.*

2019 - Present (5 years)

Angelique Mckenna Estate Executor

2019 - Present (5 years)

William And Angelique Family Trust

2017 - Present (7 years)

Non-Variable Insurance

2013 - Present (11 years)

Provenance Wealth Advisors

2013 - Present (11 years)

Raymond James Financial Services

2013 - Present (11 years)

Raymond James Financial Services Advisors Inc

2008 - Present (16 years)

Providence Consulting And Wealth Advisors, LLC

2013 - 2013 (< 1 year)

Walnut Street Securities

*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 William Mckenna 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

Melvin Perez
Miami, FL
Joseph Karl
Fort Lauderdale, FL
Shane Phillips
Fort Lauderdale, FL
Martha Swain
Fort Lauderdale, FL
Ryan Whiteman
Miami, FL
Kathleen Marteney
Fort Lauderdale, FL
Oscar Castellanos
Miami, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started