WB
William W. Brown
KESTRA PRIVATE WEALTH SERVICES | Vice President–Wealth Management
Memphis, TN 38119
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CRD#: 6522004
WB
Professional summary
William Walker Brown, who also goes by Will Brown, is a registered financial advisor currently at KESTRA PRIVATE WEALTH SERVICES, LLC located in Memphis, Tennessee and KESTRA INVESTMENT SERVICES, LLC located in Memphis, Tennessee.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. William has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Will Brown
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Names: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/16/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: MUSICIAN/PERFORMER POSITION: owner NATURE: paid singer INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/12/2024 ADDRESS: 1587 Cedar Grove Drive, Hernando MS 38632, United States DESCRIPTION: church music, solo performer, choral singer, Name: HL VENTURES LLC POSITION: passive member NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 12 SECURITIES TRADING HOURS: 1 START DATE: 08/31/2017 ADDRESS: PO Box 276, Hernando MS 38632, United States DESCRIPTION: I start discovery for potential properties, research markets, and help locate potential deals. Name: BRIGHT RIVER PRIVATE WEALTH POSITION: Owner, Member NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/16/2024 ADDRESS: 6410 Poplar Ave Suite 140, Memphis TN 38119, United States DESCRIPTION: Advising financial planning solutions and helping connect clients to the best solutions for their specific wealth needs. Name: COMMUNITY FOUNDATION OF NORTHWEST MISSISSIPPI POSITION: Board of Directors NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 12/16/2024 ADDRESS: 315 Losher St #100, Hernando MS 38632, United States DESCRIPTION: Raise awareness for the organization, make introductions to the organization. Name: KUDZU PLAYHOUSE POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 12/16/2024 ADDRESS: PO Box 47, Hernando MS 38632, United States DESCRIPTION: General oversight of board and activities. Name: HERNANDO ROTARY CLUB POSITION: Assistant District Governor and board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 5 START DATE: 02/10/2021 ADDRESS: P. O. Box 237, Hernando MS 38632, United States DESCRIPTION: Assistant District Governor and Interact Chair- I help coordinate student/teacher of the month, help involvement with HMS/HHS, and other ways we can serve community. Names: HL VENTURES LLC POSITION: passive member NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 12 SECURITIES TRADING HOURS: 1 START DATE: 08/31/2017 ADDRESS: PO Box 276, Hernando MS 38632, United States DESCRIPTION: I start discovery for potential properties, research markets, and help locate potential deals. Name: DESOTO COUNTY DIG PAC POSITION: Member NATURE: Civic/political support INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/03/2025 ADDRESS: 6814 Crumpler Blvd, Olive Branch MS 38654, United States DESCRIPTION: Would pay $1,000 annual dues. Attending Member. Limited involvement. Name: WWB BRPW LLC POSITION: Owner NATURE: LLC for ownership of BRPW INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2025 ADDRESS: 1587 Cedar Grove Drive, Hernando MS 38632, United States DESCRIPTION: Owner Name: RJWB LLC POSITION: Owner/Manager NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/12/2025 ADDRESS: 1587 Cedar Grove Drive, Hernando MS 38632, United States DESCRIPTION: Overseeing management of these two properties. Will be mostly passive once purchased.
CRS (Client Relationship Summary) - RIA
Click below to view William Walker Brown's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 17, 2024 - Present
KESTRA PRIVATE WEALTH SERVICES, LLC
Office #1: 6410 Poplar Avenue Suite 500, Memphis, TN 38119RIA
CRD#: 155193
Memphis, TN
Current
December 17, 2024 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 6410 Poplar Avenue Suite 320, Memphis, TN 38119BD
CRD#: 42046
Memphis, TN
Past
November 22, 2017 - December 6, 2024
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
MEMPHIS, TN
Past
October 26, 2017 - December 6, 2024
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
MEMPHIS, TN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/14/2025)
RR
Arizona(4/15/2025)
RR
Arkansas(2/19/2025)
RR
California(12/17/2024)
RR
Colorado(1/15/2025)
RR
District of Columbia(12/17/2024)
RR
Florida(2/26/2025)
RR
Georgia(12/17/2024)
RR
Illinois(1/29/2025)
RR
Indiana(12/17/2024)
RR
Kansas(1/14/2025)
RR
Kentucky(2/24/2025)
RR
Louisiana(12/17/2024)
RR
Michigan(12/17/2024)
RR
Minnesota(1/15/2025)
RR
Mississippi(1/14/2025)
IAR
Mississippi(1/17/2025)
RR
Missouri(12/17/2024)
RR
Nebraska(3/4/2025)
RR
Nevada(12/17/2024)
RR
New Hampshire(12/17/2024)
RR
New Jersey(1/16/2025)
RR
New York(12/17/2024)
RR
North Carolina(2/3/2025)
RR
Ohio(12/17/2024)
RR
Oklahoma(2/14/2025)
RR
South Carolina(12/17/2024)
RR
Tennessee(12/19/2024)
IAR
Tennessee(12/20/2024)
IAR
Texas(12/17/2024)
RR
Texas(2/3/2025)
RR
Utah(1/2/2025)
RR
Virginia(1/16/2025)
RR
Washington(12/17/2024)
RR
West Virginia(12/17/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
198
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 27,816 |
| AUM (Assets Under Management) | $ 10,210,576,595 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA PRIVATE WEALTH SERVICES, LLC
Vice President–Wealth ManagementCRD#: 155193Memphis, TN 38119TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
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