Probity Advisors, Inc.
Probity Advisors, Inc. (CRD# 121849) is a financial advisory firm headquartered in Dallas, TX. They manage $630,181,725 in 509 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management630MILLION
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Total Number of Accounts509ACCOUNTS
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Average Account Value$1,238,078
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, CT, FL, KS, LA, MA, NY, OK, SC, TN, TX
Adam Bronson (CRD# 4228649) is an Investment Advisor Representative working at Probity Advisors, Inc. in Dallas, TX and has over 20 years of experience in the finance industry.
Marcus Magers (CRD# 4256294) is an Investment Advisor Representative working at Probity Advisors, Inc. in Dallas, TX and has over 20 years of experience in the finance industry.
Marshall Ozanne (CRD# 3266796) is an Investment Advisor Representative working at Probity Advisors, Inc. in Dallas, TX and has over 20 years of experience in the finance industry.
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.
Christopher Sorrow (CRD# 4576613) is an Investment Advisor Representative working at Probity Advisors, Inc. in Dallas, TX and has over 21 years of experience in the finance industry.
Phillip Maxwell (CRD# 7672550) is an Investment Advisor Representative working at Probity Advisors, Inc. in Dallas, TX and has 1 year of experience in the finance industry.