William Nelson
William Nelson is a registered investment advisor at Kestra Advisory Services, LLC, based in Tampa, FL, with 42 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
8875 Hidden River Pkwy, Ste 300, Tampa, FL, 33637
Get directionsHistory
Regulatory History (1)
Regulatory
August 1988Other 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
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Buchanan & CO., INC.Broker
State Registrations4 states
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.