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Financial ADVSR advisor directory · SEC adviser records

Provenance Wealth Advisors financial advisors in Fort Lauderdale, FL

Every SEC-registered investment adviser representative at a Provenance Wealth Advisors office in Fort Lauderdale, A to Z.

The short answer

14 registered advisors work at Provenance Wealth Advisors in Fort Lauderdale, out of 17 at the firm nationwide; it ranks number 12 in the city by advisors. 3 list the CFP designation and 14 are also registered broker representatives.

Provenance Wealth Advisors advisors in Fort Lauderdale, A to Z

Every Provenance Wealth Advisors advisor →

Provenance Wealth Advisors advisors in every city and state →Provenance Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Provenance Wealth Advisors advisors in other cities

Mason, OH 1Miami, FL 1

Other firms in Fort Lauderdale

All Fort Lauderdale advisors →

Morgan Stanley 125Merrill Lynch, Pierce, Fenner & Smith Incorporated 91Sound Income Strategies, LLC 48Wells Fargo Clearing Services, LLC 46Raymond James & Associates, Inc. 27Osaic Wealth, Inc. 24Oppenheimer & Co. Inc. 18Truist Advisory Services, Inc. 16Global Wealth Management Investment Advisory, Inc. 15RBC Capital Markets, LLC 15Exodus Wealth, LLC 14Strategic Advisers LLC 14

Questions

How many financial advisors does Provenance Wealth Advisors have in Fort Lauderdale?

14 investment adviser representatives are registered at Provenance Wealth Advisors offices in Fort Lauderdale, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 17 nationwide. 3 list the CFP designation and 14 are also registered as broker representatives.

Is Provenance Wealth Advisors one of the largest advisor employers in Fort Lauderdale?

Provenance Wealth Advisors ranks number 12 in Fort Lauderdale by registered advisors; Morgan Stanley has the most, with 125.

How do I check a Provenance Wealth Advisors advisor in Fort Lauderdale?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Provenance Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.