Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dax Symonds is an Investment Advisor Representative at Kestra Advisory Services, LLC with over 26 years of experience in the industry. William is registered with 51 states and is licensed to sell securities in the United States. In addition to offering investment advisory services through Kestra Advisory Services, LLC, William also sells fixed life insurance, fixed annuities and long term care insurance, medical, dental and disability insurance through various carriers. William provides financial planning, portfolio management, and selection of other advisers services to individuals, businesses and retirement plans. William has a strong track record of success in helping his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
02/22/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
10/21/1996 - 02/15/2023
PRINCIPAL SECURITIES, INC. (FORT WORTH TX)
BC
Issued 10/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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