linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ryan T. Whiteman

Provenance Wealth Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ryan? Claim Your Profile

About Ryan T. Whiteman

Ryan T. Whiteman is a registered investment advisor representative with Provenance Wealth Advisors. Ryan has been in the industry for 13 years. Ryan is also an investment advisor representative with Raymond James Financial Services, Inc. Ryan holds a Series 66 license and has passed the SIE and Series 7 exams. Ryan has experience working with high net worth individuals, corporations, and pension plans. Ryan has a specialization in financial planning. In addition to working with clients on a personal level, Ryan also offers financial planning services through Provenance Wealth Advisors. Ryan is a valuable asset to the firm.

Firm Information

Ryan Whiteman 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ryan Whiteman’s Registration & Firm History

FL

08/25/2023 - Present

Provenance Wealth Advisors (Miami FL)

FL

12/06/2021 - 08/25/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (MIAMI FL)

FL

01/21/2016 - 12/07/2021

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

FL

11/06/2010 - 01/28/2016

RAYMOND JAMES & ASSOCIATES, INC. (CORAL GABLES FL)

Not sure if Ryan T. Whiteman is right for you?

Licenses & Designations

BOTH

Issued 02/18/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan T. Whiteman.
Not sure if Ryan T. Whiteman is right for you?