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PROBITY ADVISORS, INC.
PROBITY ADVISORS, INC.
DALLAS, Texas
·
4 registered advisors
·
CRD# 121849
SEC# 801-61430
0
214-891-8131
01
Firm Overview
AUM
$630M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at PROBITY ADVISORS, INC.
4 registered advisors
Christopher Tyler Sorrow
DALLAS, Texas
CRD# 4576613
Linda M. Ozanne
DALLAS, Texas
CRD# 4565332
Porter Louis Ozanne
DALLAS, Texas
CRD# 354799
Russell Simms Johnson
DALLAS, Texas
CRD# 1248952
05
Office Locations
DALLAS, Texas
4 advisors
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Data sourced from SEC Form ADV filings. PROBITY ADVISORS, INC. (CRD# 121849) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.