William
Davis

Kestra Advisory Services, LLC

CRD#4313120
Investment Advisor
in Austin, TX
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About this Advisor

William Davis is a chartered financial consultant operating out of Austin, Texas, who has 17 years of financial industry experience. Davis currently works for Kestra Advisory Services, LLC. Their career trajectory has included roles at Davis Advisory, Sii Investments, Inc and Kestra Financial, Inc. Davis maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to serve investors in New Mexico. Kestra Advisory Services, LLC is a financial advisory business that has its headquarters in Austin, Texas. The investment advisory business has offices in 513 locations and a total of 1,231 financial advisors. It administers $20 billion in total assets across its 75,277 accounts, making it one of the biggest firms in the country by assets under management. The firm serves 84 charities and foundations. Of its 75,277 client accounts, just 12% are held by high-net-worth investors who have greater than $1 million in assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice usually vary depending on the financial services offered. Fees charged by Kestra Advisory Services, LLC likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

5707 Southwest Parkway Building 2, Suite 400
Austin, TX 78735

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$20,417,813,140

TX Average: $3,042,739,679
Total Number of Employees

1,231

TX Average: 49
Total Number of Accounts

75,277

TX Average: 2,315
Average Account Size

$271,236

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

William Davis Work History

William has 17 years of experience.

2017 - Present (2 years)

Kestra Financial, Inc

2007 - 2017 (10 years)

Sii Investments, Inc

2001 - Present (18 years)

Davis Advisory

Disclosures

William Davis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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