Joseph Karl
Investment adviser representative at Provenance Wealth Advisors
14 yearsExperience
12 statesRegistered in
$3.6BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Pwa Securities, LLCAug 2023 to now
- Provenance Wealth AdvisorsFeb 2012 to now
- Raymond James Financial Services Advisors Inc.Sep 2013 to Aug 2023
- Raymond James Financial ServicesAug 2013 to Aug 2023
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 12 states (AL, CA, CO, FL, GA, HI, MD, NC, NJ, NY, OH, WY).
Provenance Wealth Advisors
Legal name: Provenance Wealth Advisors, LLC
$3.6BAssets managed
3,111Clients
18Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5478578
- Firm CRD
- 126529