Robert Byron Williams

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2003 → 01/2020
  Kaplan
  Atlanta, GA
• 11/2013 → 01/2022
  Concourse Financial Group Securities (Fka Proequities, Inc.)
  Orlando, FL
• 11/2013 → 01/2022
  Security Financial Management
  Orlando, FL
• 01/2022 → Present
  Kestra Investment Services Llc.
  Melbourne, FL
• 01/2022 → Present
  Kestra Advisory Services Llc.
  Melbourne, FL

Previous Registrations

• 2016-10-05 → 2022-02-14
  Concourse Financial Group Securities, Inc.
  Orlando, FL
• 2010-04-15 → 2011-05-04
  Lpl Financial Llc
  Winter Park, FL

Other Businesses

DBA - SECURITY FINANCIAL MANAGEMENT; INVESTMENT RELATED; 2420 S LAKEMONT AVENUE, SUITE 120, ORLANDO, FL 32814; INSURANCE AND FINANCIAL SERVICES; ADMINISTRATIVE SUPPORT; START DATE: 11/2013; 80 HOURS PER MONTH ALL HOURS ARE DURING TRADING HOURS. ADMINISTRATIVE SUPPORT TO REGISTERED REP AT THIS OFFICE LOCATION. SECURITY FINANCIAL MANAGEMENT POSITION: Admin ADDRESS: 2420 S. Lakemont Avenue, Suite 120, Orlando FL 32814, United States DESCRIPTION: Clerical Calendar SECURITY FINANCIAL MANAGEMENT POSITION: Admin NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2020 ADDRESS: 2420 S Lakemont Avenue, Suite120, Orlando FL 32814, United States DESCRIPTION: Scheduling Calendar Education KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisory Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 02/01/2022 ADDRESS: 5707 southwest pkwy, BLDG 2, suite 400, Austin TX 78735, United States DESCRIPTION: Scheduling Data entry on Financial plans

Exams

• S66 Uniform Combined State Law Examination
  2016-08-12
• S63 Uniform Securities Agent State Law Examination
  2001-08-30

Other Names

• Bob Williams
• Bob Byron Williams