Kestra Advisory Services, LLC
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About this Advisor
William Ozburn is a certified financial planner and chartered financial consultant who lives in Austin, Texas. Currently an investment advisor at Kestra Advisory Services, LLC, they have gathered 18 years of work experience. Ozburn holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Ozburn can operate in South Carolina. Over the course of their career, Ozburn has held roles at National Planning Corp and Kestra Financial, Inc. Kestra Advisory Services, LLC is located in Austin, Texas, and operates out of 513 brick-and-mortar locations across the country. As a registered advisory firm, Kestra Advisory Services, LLC manages $20 billion in assets throughout 75,277 client accounts and retains more than 1,231 people. The level of assets currently under the firm's management makes it one of the largest firms in the United States. The firm manages 53,194 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 12% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Kestra Advisory Services, LLC offers financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Kestra Advisory Services, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
William Ozburn Work History
William has 18 years of experience.
Kestra Financial, Inc
National Planning Corp
William Ozburn has no disclosures.
Please visit their SEC profile for more details.