William Walker Brown
Investment adviser representative at Kestra Private Wealth Services, LLC
19 yearsExperience
3 statesRegistered in
$13.5BFirm assets
15 yearsFirm in business
Are you William Walker Brown? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Kestra Investment Services, LLCDec 2024 to now
- Kestra Private Wealth Services, LLCDec 2024 to now
- UBS Financial ServicesSep 2017 to Nov 2024
- Spoleto Festival USAMay 2017 to Jun 2017
- Westminster Choir College of Rider UniversitySep 2013 to May 2017
- Walker Brown & BrownSep 2007 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 3 states (MS, TN, TX).
Kestra Private Wealth Services, LLC
$13.5BAssets managed
20,230Clients
206Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6522004
- Firm CRD
- 155193