TrueAdvisor
TrueAdvisor
WC
CFP
WC
CFP

William Clifton

Kestra Advisory Services, LLC
9 Years of Experience
Milledgeville, GA
BrokerSells Insurance
View SEC Summary
View SEC Summary

William Clifton is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Milledgeville, GA, with 9 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
1450 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
—
View Full SEC Brochure

Location

2727 North Columbia Street, Milledgeville, GA, 31061

Get directions

History

Regulatory History
Clean regulatory record

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 a financial planner at Protective Financial Services and also an independent insurance producer, selling life insurance. He is also a financial planner for Kestra Investment Services and Kestra Advisory Services, spending full-time hours on each of these roles.

Employment History
Current Registrations
Kestra Advisory Services, LLC
May 2022 - Present · 4 yrs 5 mos
Kestra Investment Services, LLC
May 2022 - Present · 4 yrs 5 mos
Kestra Investment Services, LLCBroker
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
Concourse Financial Group Advisors
November 2017 - May 2022 · 4 yrs 6 mos
Concourse Financial Group Securities, INC.Broker
September 2017 - May 2022 · 4 yrs 8 mos
State Registrations12 states
ALARCAFLGAINMANCNYSCVAWA
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.
More Advisors
More financial advisors in Milledgeville, GA →All financial advisors in Georgia →