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Porter O
ChFC®, Series 63, Series 65
Dallas, TX
Probity Advisors, Inc.
Porter Ozanne III is a financial advisor with Probity Advisors, Inc. in Dallas, TX, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 26 years of industry experience and has held leadership roles at Probity Advisors since 2002. Outside of investment advisory, he is vice president and owner of FA Holdings, Inc., a technology services company that supports Probity Advisors. Probity Advisors provides discretionary portfolio management, financial planning, annuity allocation, consulting, and retirement plan advisory to individuals, pension plans, charitable organizations, and corporations. The firm employs a combination of active stock selection, fixed-income management, ETF-based tactical allocation, and quantitative rebalancing tailored to clients’ objectives and risk tolerances.
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