James Robert Luckey

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 09/2025
  Commonwealth Financial Network
  Waltham, MA
• 09/2025 → Present
  Kestra Advisory Services, Llc
  Beaver, PA
• 09/2025 → Present
  Kestra Investment Services, Llc
  Beaver, PA

Previous Registrations

• 2016-08-26 → 2025-09-04
  Commonwealth Financial Network
  Beaver, PA
• 2008-08-26 → 2016-08-31
  Msi Financial Services, Inc.
  Beaver Falls, PA
  Beaver, PA
  Monaca, PA

Other Businesses

NAME: 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: 09/04/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: EXCELLA WEALTH CONSULTING POSITION: Investment Advisory Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 32 START DATE: 09/01/2016 ADDRESS: 362 3rd St., Beaver, PA PA 15009, United States DESCRIPTION: Advisor - Equities Life Insurance Sales NAME: LUCKEY AGENCY, INC POSITION: Member NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/22/2004 ADDRESS: 362 3rd St., Beaver, PA PA 15009, United States DESCRIPTION: Payroll Personal & Commercial Insurance Sales NAME: LUCKEY FAMILY HOLDINGS, LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/04/2014 ADDRESS: 362 3rd St., Beaver, PA PA 15009-2351, United States DESCRIPTION: Collect Rents

Exams

• S66 Uniform Combined State Law Examination
  2008-08-22
• S63 Uniform Securities Agent State Law Examination
  2004-10-15

Other Names

• James Luckey