Best Investors
Account
Sign in
Kestra Advisory Services, LLC CRD 283330
$79.8B regulatory AUM 6,392 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2017-05-09 |
Branch Locations
4040 E. Camelback Rd. #235, Phoenix, AZ 85018 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Phoenix | AZ | 09/2014 | 05/2017 |
| Kestra Investment Services, Llc | Phoenix | AZ | 05/2017 | Present |
| Kestra Advisory Services, Llc | Phoenix | AZ | 05/2017 | Present |
Name: KESTRA ADVISORY SERVICES LLC POS: Investment advisor representative NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 05/09/2017 ADDRESS: 5707 SW Parkway Building 2 Suite 400, Austin TX 78735 DESC: Provide investment and financial advice. Name: Fusion Wealth Management Inv Rel: Yes Address: 4040 E. Camelback Road #235 Phoenix AZ 85018 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC POS: CEO Start Date: 5/9/2017 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) DESC: Financial Advisor Name: NEUTRINOIQ POS: Owner/CEO NOB: Financial Software INV REL: No # OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 11/15/2024 ADDRESS: 4040 E. Camelback Road, 235, Phoenix AZ 85018 DESC: Product vision and leadership. Name: DG ELITE BASEBALL POSITION: Head Coach NATURE: Coaching baseballl INVESTMENT RELATED: No # OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 03/27/2026 ADDRESS: 4040 E. Camelback Road, 235, Phoenix AZ 85018, United States DESCRIPTION: Coaching and mentoring kids in the game of baseball.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-09 |
Reach out to this advisor