Best Investors
Account
Sign in
Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-09-22 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Dallas, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg Investments Inc | Dallas | TX | 01/2010 | 08/2017 |
| Kestra Investment Services, Llc | Dallas | TX | 07/2017 | Present |
| Kestra Advisory Services, Llc | Dallas | TX | 08/2017 | Present |
Business Name: Williams Wealth Management Group Investment Related: Yes Address: 4524 Mockingbird Lane Dallas TX 75205 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner Start Date: 8/22/2017 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Run the companyBusiness Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 | Austin, TX 78735 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Sr Financial Advisor Start Date: 8/22/2017 Hours per month: 41% - 50% (65 - 80 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: Servicing and prospecting clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-04 |
Reach out to this advisor