William
Mckenna
Provenance Wealth Advisors
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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
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
William Mckenna Work History
William has been registered as a financial advisor for 10 years.*
Angelique Mckenna Estate Executor
William And Angelique Family Trust
Non-Variable Insurance
Provenance Wealth Advisors
Raymond James Financial Services
Raymond James Financial Services Advisors Inc
Providence Consulting And Wealth Advisors, LLC
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
Miami, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Miami, FL
Fort Lauderdale, FL
Miami, FL
Miami, FL
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