William Ogles
William Ogles is a registered investment advisor at Pks Advisory Services, LLC, based in Brentwood, TN, with 23 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 4,416 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PKS Advisory Services provides investment management for an annual fee based on the value of your investments. The fee can be up to 2.75% and varies depending on the amount you invest, the type of services you need, and the experience of the advisor. This fee does not include brokerage commissions or other transaction costs.
Location
1802 Williamson Court, #101, Brentwood, TN, 37027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is an agent providing fixed and variable life and health insurance solutions to clients through Fixed Insurance and FIG Fixed Insurance Group, dedicating about 10-20% of his time to each. He also works as an independent contractor for ConnectMyBiz LLC, connecting employers with ERC specialists, spending minimal time on this activity.
Employment History
Current Registrations
Pks Advisory Services, LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Pks Advisory Services, LLC
Terra Wealth
Primerica Advisors
PFS Investments 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.