Osaic Wealth
46yrs
Top advisor by experience in Southlake
24yrs
William Nelson
Full name on record: William Woolfolk Nelson
Financial advisor at Park Avenue Securities
William Nelson has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Southlake, Texas. After 12 years at Momentum Independent Network and 19 years at Hilltop Securities, William joined Park Avenue Securities in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Park Avenue Securities reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 331 advisors with offices in Southlake, and one of 311 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 74% of advisors in Texas
Office1560 E Southlake Blvd Suite 225, Southlake, TX 76092
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$230,599
Advisors at the firm1,909
States licensed ?1 state
Services through Park Avenue Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2025 – nowPark Avenue Securities LLCCurrent firm
- 2013 – 2025Momentum Independent Network Inc.Previously
- 2006 – 2025Hilltop Securities Inc.Previously
Contact William
(888) 600-4667Firm headquarters in New York, NY. Ask for William. 1560 E Southlake Blvd Suite 225Southlake, TX 76092Office · Get directions
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Questions to ask William
Tailored to William’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call Park Avenue Securities at (888) 600-4667 and ask for William Nelson. William works from the Southlake, TX office.
How long has William been a financial advisor?
William has been in the industry since 2002, about 24 years. More experience than 74% of advisors in Texas.
What licenses does William hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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