Porter Ozanne, financial advisor Dallas TX

Porter Ozanne

CRD Number: 354799
Current Firm: Probity Advisors, Inc.

Porter Ozanne (CRD# 354799) is an Investment Advisor Representative working at Probity Advisors, Inc. in Dallas, TX and has over 37 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Fa Holdings, Inc. Dallas, TX May 2019 - Current 3
Wealth Services Alliance Dallas, TX Oct 2007 - Current 14
Probity Advisors Inc. Dallas, TX Oct 2002 - Current 19
Ozanne & Associates Dallas, TX Feb 1976 - Current 46
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
S65 NASAA Investment Advisors Law Examination Jul 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Porter L. Ozanne
Phone Number: 214-891-8131
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    657
    MILLIONS
  • Total Number of Accounts
    1,061
    ACCOUNTS
  • Average Account Value
    $619,278
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CT, FL, KS, LA, MA, NC, NE, NY, OK, SC, TN, TX

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