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William Nelson

Kestra Advisory Services, LLC
42 Years of Experience
Tampa, FL
1 DisclosureBroker
View SEC Summary
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William Nelson is a registered investment advisor at Kestra Advisory Services, LLC, based in Tampa, FL, with 42 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

8875 Hidden River Pkwy, Ste 300, Tampa, FL, 33637

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History

Regulatory History (1)
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Regulatory
August 1988
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

William is the Sect/Treasurer and on the Board of Directors for P. G Sarres Inc., dedicating minimal time to financial accounting and lease negotiations. He also works full-time as an investment advisor representative through Kestra Advisory Services LLC and Questmont Strategic Wealth Advisor, providing financial advice to clients.

Employment History
Current Registrations
Kestra Advisory Services, LLC
November 2020 - Present · 5 yrs 11 mos
Kestra Investment Services, LLC
November 2020 - Present · 5 yrs 11 mos
Kestra Investment Services, LLCBroker
November 2020 - Present · 5 yrs 11 mos
Previous Registrations
Calton & Associates, INC.
December 2004 - November 2020 · 15 yrs 11 mos
Calton & Associates, INC.Broker
December 1987 - November 2020 · 32 yrs 11 mos
Buchanan & CO., INC.Broker
December 1983 - February 1988 · 4 yrs 2 mos
State Registrations4 states
FLGAMIWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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