William Blake Nelson

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

• 12/1987 → 11/2020
  Calton & Associates, Inc.
  Tampa, FL
• 11/2020 → Present
  Kestra Investment Services, Llc - Ap
  Tampa, FL
• 11/2020 → Present
  Kestra Advisory, Llc
  Tampa, FL

Previous Registrations

• 2004-12-09 → 2020-11-09
  Calton & Associates, Inc.
  Tampa, FL
  Odessa, FL
  Tampa, FL
  Odessa, FL

Other Businesses

Name: P. G Sarres Inc. Investment Related: No Address: 6216 Iroquois Ct Odessa FL 33556 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Sect / Treasurer, Board of Directors Start Date: 9/1/2010 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Financial Accounting to include Rent Collection and Accounts Payable.Also Lease negotiations. Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5705 SW Parkway Bldg 2 Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Invest advisor representative Start Date: 11/3/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Financial advice to clients Name: Questmont Strategic Wealth Advisor Investment Related: Yes Address: 4300 W Cypress Ave #350 Tampa FL 33604 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: RR and RIA Start Date: 11/3/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Financial Advice to Clients Name: KANA PRIVATE WEALTH GROUPPOSITION: RR and RIA NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 05/15/2025 ADDRESS: 8875 Hidden River Parkway, Suite 300, Tampa FL 33637, United States DESCRIPTION: Financial Advice to Clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-07
• S63 Uniform Securities Agent State Law Examination
  1984-03-16