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Augusto Jose De luna

Provenance Wealth Advisors

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About Augusto Jose De luna

Augusto Jose De luna is a financial advisor with Provenance Wealth Advisors. Augusto has been in the financial services industry since 2013. Augusto holds the Series 6, Series 7, and Series 66 licenses. He has a history of working with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Augusto is also a registered representative with Raymond James Financial Services, Inc. and is registered in Colorado, Florida, and Louisiana. In addition to his role at Provenance Wealth Advisors, Augusto is also the owner of Flat Six LLC, a support company that receives compensation from Provenance Wealth.

Firm Information

Augusto De luna is currently registered with Provenance Wealth Advisors. Provenance Wealth Advisors is a registered investment advisor headquartered in FORT LAUDERDALE, FL. The firm provides portfolio management services to individuals, high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other entities. The firm manages over $2.6 billion in assets and employs 22 licensed agents and 23 investment advisor representatives.
Provenance Wealth Advisors

200 EAST LAS OLAS BOULEVARD

FORT LAUDERDALE, FL 33301

$2.62B

Assets Under Management

84

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio consulting services

Portfolio consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Augusto De luna’s Registration & Firm History

FL

10/28/2024 - Present

Provenance Wealth Advisors (FORT LAUDERDALE FL)

FL

12/06/2021 - 08/25/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (MIAMI FL)

FL

06/28/2013 - 11/12/2021

J.P. MORGAN SECURITIES LLC (KEY BISCAYNE FL)

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Licenses & Designations

BC

Issued 08/03/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Augusto Jose De luna.
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