Cynthia Luna

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

• 02/2014 → 09/2024
  Edward Jones
  St Louis, MO
• 09/2024 → Present
  Kestra Investment Services, Llc
  Waxahachie, TX
• 09/2024 → Present
  Kestra Advisory Services, Llc
  Waxahachie, TX

Previous Registrations

• 2014-02-07 → 2024-09-30
  Edward Jones
  Red Oak, TX
• 2009-06-01 → 2014-01-14
  Morgan Stanley
  Plano, TX
  Dallas, TX
• 2008-03-11 → 2009-06-01
  Morgan Stanley & Co. Llc
  Dallas, TX
  Plano, TX
• 2007-04-19 → 2008-03-12
  Ubs Financial Services Inc.
  Dallas, TX

Other Businesses

Bus Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/03/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESCRIPTION: IAR Bus Name: MOONSHOT FINANCIAL GROUP POSITION: RR NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/03/2024 ADDRESS: 130 Cheiftain, Suite 101, Waxahachie TX 75165 DESCRIPTION: Firm member. Producer Bus Name: EXIT PLANNING INSTITUTE DALLAS CHAPTER POSITION: Board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 05/20/2023 ADDRESS: 2100 North Greenville Avenue, Richardson TX 75082 DESCRIPTION: Attend meetings. Help to grow the chapter Bus Name: HOPE HEALTH POSITION: Board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 10/03/2022 ADDRESS: 411 E Jefferson st, Waxahachie TX 75165, United States DESCRIPTION: I vote on issues sit as chair on the finance committee and assist in strategic planning Bus Name: MOONSHOT VALUE ADVISINGPOSITION: Owner/ Advisor NATURE: Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2025 ADDRESS: 130 Cheiftain, Suite 101, Waxahachie TX 75165, United States DESCRIPTION: Work with business owners to perform Value growth analysis based off of the CVGA model.

Exams

• S66 Uniform Combined State Law Examination
  2007-04-17

Other Names

• Cynthia Samaniego
• Cynthia Garcia Luna