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 39 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 4
Wealth Services Alliance Dallas, TX Oct 2007 - Current 16
Probity Advisors Inc. Dallas, TX Oct 2002 - Current 21
Ozanne & Associates Dallas, TX Feb 1976 - Current 48
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, financial matters, and other matters required to be disclosed 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
    587
    MILLIONS
  • Total Number of Accounts
    1,112
    ACCOUNTS
  • Average Account Value
    $528,234
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, CO, CT, FL, KS, LA, MA, NY, OK, SC, TN, TX

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