William
Ozburn

Kestra Advisory Services, LLC

CRD#1194997
Investment Advisor
in Fort Mill, SC

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About this Advisor

William Ozburn is a certified financial planner and chartered financial consultant operating in Fort Mill, South Carolina with a total of 6 years of relevant experience. Ozburn is an advisor for Kestra Advisory Services, LLC. The advisor has gained experience at National Planning Corp, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Ozburn maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in South Carolina. Kestra Advisory Services, LLC is a business headquartered in Austin, TX. It has offices in 544 locations and a total of 1,311 people on staff. It handles $42 billion in assets under management among its 140,407 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 132 charities and foundations. Of its 140,407 accounts, 17% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Kestra Advisory Services, LLC offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules typically vary depending on which services are provided. Fees billed by Kestra Advisory Services, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Fort Mill, SC

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

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

1,311

SC Average: 49
Total Number of Accounts

140,407

SC Average: 2,315
Average Account Size

$297,671

SC Average: $1,314,358

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 been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Kestra Investment Services, LLC

2017 - Present (7 years)

Kestra Advisory Services, LLC

2000 - Present (24 years)

National Planning Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Ozburn 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 Kestra Advisory Services, LLC

Clinton Miller
Canton, OH
Nicole Simon
Austin, TX
Adam Murray
Lutherville Timonium, MD
Michael Csedrik
Paramus, NJ
Jacob Rinvelt
Grand Rapids, MI
Stanton Wheeler
Saint Augustine, FL
Holly Lovell
Cushing, TX
Jacob Kogler
Saint Paul, MN

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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