William
Ozburn

Kestra Advisory Services, LLC

CRD#1194997
Investment Advisor
in Austin, TX
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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

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

18 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 Ozburn Work History

William has 18 years of experience.

2017 - Present (2 years)

Kestra Financial, Inc

2000 - Present (19 years)

National Planning Corp

Disclosures

William Ozburn has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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