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Evan Dunayer

Provenance Wealth Advisors

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About Evan Dunayer

Evan Dunayer is an investment advisor representative associated with Provenance Wealth Advisors. Evan has been in the industry since 2022 and is registered with the state of Florida. Evan is licensed to provide financial planning and portfolio management services for individuals and pension consulting.

Firm Information

Evan Dunayer 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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Evan Dunayer’s Registration & Firm History

FL

09/12/2023 - Present

Provenance Wealth Advisors (FORT LAUDERDALE FL)

FL

05/16/2022 - 08/25/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (FT. LAUDERDALE FL)

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Licenses & Designations

BOTH

Issued 07/12/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/16/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/05/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Evan Dunayer.
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