Advisor at PKS Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
PKS Advisory Services, LLC
Location
Brentwood, TN 37027
Credentials
Series 63, Series 65
Industry experience
23 years
William Ogles is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes long tenures at Pfs Investments Inc. and Primerica Financial Services, as well as roles at Terra Wealth Management, LLC and ConnectMyBiz LLC. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities, managing approximately $905 million in assets. The firm tailors portfolios based on clients’ risk tolerance and objectives, utilizing a mix of mutual funds, ETFs, independent managers, and individual securities.
Based on PKS Advisory Services, LLC
Based on PKS Advisory Services, LLC
Financial planning and consulting fees generally range from $500 to $1,000, negotiable and fixed fee basis.
up to 2.00%
Certain Supervised Persons offer securities brokerage and insurance products on a commission basis in their individual capacities.
1802 Williamson Court, #101
Brentwood, TN 37027
Tennessee
PKS Advisory Services, LLC dba RMJ Advisory
2023 - Present (3 years)
ConnectMyBiz LLC
2023 - Present (3 years)
Terra Wealth Management, LLC
2022 - 2023 (1 year)
Purshe Kaplan Sterling Investments
2022 - Present (4 years)
Primerica Advisors
2002 - 2022 (20 years)
Primerica Financial services
2001 - 2022 (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Franklin, TN
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Boulevard Money
CFP®, Series 66
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Dirigo Private Wealth
CFP®, Series 63, Series 65
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Quantitative Solutions, LLC
Series 65
Brentwood, TN
Quants Compete
CFP®
Franklin, TN
Philip M. Watson, Financial Advisor
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