Porter Ozanne
Porter Ozanne is a ChFC-designated registered investment advisor at Wsa Affiliates, LLC, based in Dallas, TX, with 25 years of industry experience. Porter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 55 clients.
Compensation
Firm Size
IM Fee
Location
Ten Thousand North Central Expressway, Suite 1326, Dallas, TX, 75231
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 1992Other Business ActivitiesSells Insurance
Porter is the sole owner and agent of Ozanne & Assoc, a life insurance agency, since 1976, dedicating minimal time. He is also President/IAR and 70% shareholder of Probity Advisors, Inc., spending about half his time on overall supervision, and Vice President/Owner (50%) of FA Holdings, Inc., spending about 10-20% of his time supervising operations.
Employment History
Current Registrations
Wsa Affiliates, LLC
Probity Advisors, INC.
Previous Registrations
Tower Square Securities, INC.
State Registrations1 state
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.