William OzburnCRD Number: 1194997
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)
William Ozburn (CRD# 1194997) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Lancaster, SC and has over 33 years of experience in the finance industry.
Signator Investors, Inc.
Cornerstone Investment Services, Inc.
Anderson Griggs Investments
|National Planning Corp||Fort Mill, SC||Apr 2000 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1983|
|S65||NASAA Investment Advisors Law Examination||Jul 1995|
Total Assets Under Management7,811MILLIONS
Total Number of Accounts42,943ACCOUNTS
Average Account Value$181,887
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV