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William Joseph Tadio

Kestra Advisory Services, LLC

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About William Joseph Tadio

William Tadio is an investment advisor representative. William has been in the financial services industry since 1995 and has worked for 11 different firms. William is currently registered with Kestra Advisory Services, LLC and has been with them since 2016. William provides financial planning, pension consulting and portfolio management for businesses and individuals.

Firm Information

William Tadio is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Tadio’s Registration & Firm History

TX

04/22/2016 - Present

Kestra Advisory Services, LLC (AUSTIN TX)

CA

09/24/2014 - 07/02/2015

CETERA ADVISOR NETWORKS LLC (CONCORD CA)

IA

02/17/2004 - 09/11/2014

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

PA

01/22/2003 - 02/17/2004

DIRECTED SERVICES, INC. (WEST CHESTER PA)

NC

03/19/2001 - 10/07/2002

AXA DISTRIBUTORS, LLC (CHARLOTTE NC)

NJ

10/07/1999 - 03/09/2001

SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

CT

12/04/1998 - 06/25/1999

WOOD LOGAN ASSOCIATES, INC. (STAMFORD CT)

CT

04/09/1998 - 07/08/1998

PILGRIM AMERICA SECURITIES, INC. (WINDSOR CT)

AZ

02/14/1995 - 04/09/1998

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

MD

11/28/1994 - 02/09/1995

CALVERT SECURITIES CORPORATION (BETHESDA MD)

NJ

01/19/1993 - 03/26/1993

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

IA

Issued 02/16/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/29/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/22/1995

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/1995

Series 7 - General Securities Representative Examination

BC

Issued 01/15/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Joseph Tadio.
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