Marshall
Ozanne
Probity Advisors, Inc
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About this Advisor
Marshall Ozanne is a financial advisor based in Dallas, Texas, working with Probity Advisors, Inc. Marshall has previously held positions at Woodbury Financial, Private Client Services, Wsa Affiliates, LLC, and Probity Advisors, Inc. Marshall has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Marshall is part of Probity Advisors, Inc, which operates out of Dallas, Texas. The firm has 9 employees and manages assets totaling $630.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Probity Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Probity Advisors, Inc Brokerage Details
$630,181,725
9
509
$1,238,078
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Marshall Ozanne Work History
Private Client Services
Wsa Affiliates, LLC
Probity Advisors, Inc
Woodbury Financial
Disclosures
Please visit the SEC profile of Marshall Ozanne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Probity Advisors, Inc
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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