William Charles Dahm
Investment adviser representative at Provenance Wealth Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.6BFirm assets
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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
10 years in the industry.
- Provenance Wealth AdvisorsNov 2024 to now
- Pwa Securities LLCOct 2024 to now
- UnemployedJun 2024 to Oct 2024
- Citizens Securities, Inc.Jun 2022 to Jun 2024
- RBC Capital Markets, LLCNov 2020 to Jun 2022
- Emoney Advisor LLCAug 2017 to Nov 2020
- NoneJan 2017 to Aug 2017
- Oskin Leadership InstituteOct 2014 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7312315
- Firm CRD
- 126529