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Porter Louis Ozanne

PROBITY ADVISORS, INC.·DALLAS, Texas
Unclaimed Profile
10000 N. CENTRAL EXPRESSWAY, DALLAS, TX 75231CRD# 354799Firm CRD# 121849
01

About

Porter Louis Ozanne is a registered financial advisor based in DALLAS, Texas, affiliated with PROBITY ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PROBITY ADVISORS, INC.
PROBITY ADVISORS, INC.
AUM
$630M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at PROBITY ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 354799
Firm CRD# 121849
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Porter Louis Ozanne offer?
Porter Louis Ozanne specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are Porter Louis Ozanne's credentials?
Porter Louis Ozanne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Porter Louis Ozanne located?
Porter Louis Ozanne is based in DALLAS, Texas, working with PROBITY ADVISORS, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Porter Louis Ozanne charge for services?
Porter Louis Ozanne's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROBITY ADVISORS, INC.?
PROBITY ADVISORS, INC. has approximately 9 employees and manages $630M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PROBITY ADVISORS, INC.

Linda M. Ozanne
DALLAS, TX
Russell Simms Johnson
DALLAS, TX
Christopher Tyler Sorrow
DALLAS, TX

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