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William W
Series 63
Goleta, CA
Kestra Advisory
William Wagner is a financial advisor at Kestra Advisory with 29 years of industry experience. He holds a Series 63 designation and previously worked at Kinecta Financial & Insurance Services, LLC and LPL Financial, LLC. Wagner operates through Kestra Advisory Services and is involved in registered representative activities at True North Wealth Management, focusing on asset management and retirement strategy development. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as plan design, fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets.
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