Harry David Goolsby

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

• 04/2016 → 11/2021
  Wells Fargo Advisors Financial Network, Llc
  Aledo, TX
• 11/2021 → Present
  Kestra Investment Services Llc
  Tolar, TX
• 11/2021 → Present
  Kestra Advisory Services Llc
  Tolar, TX

Previous Registrations

• 2016-04-15 → 2021-11-08
  Wells Fargo Advisors Financial Network, Llc
  Willow Park, TX
  Tolar, TX
• 2007-07-02 → 2016-04-18
  Edward Jones
  St Louis, MO
  Ft Worth, TX
  Fort Worth, TX

Other Businesses

1. PONDEROSA FINANCIAL GROUP POSITION: Senior Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 92 START DATE: 11/03/2021 ADDRESS: 4971 E. I-20, Service Rd. N., Ste. 204/205, Willow Park TX 76087, United States DESCRIPTION: As a FA I work with individuals to help them manage their goals within their specific risk tolerance based on the tools and financial products that are available to me. This includes annual reviews along with several face to face meetings throughout the year. 2. KESTRA ADVISORY SERVICES, LLC POSITION: Senior Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 92 START DATE: 11/03/2021 ADDRESS: 5707 Southwest Parkway Building 2 Ste. 400, Ste. 204/205, Austin TX 78735, United States DESCRIPTION: As a FA I work with individuals to help them manage their goals within their specific risk tolerance based on the tools and financial products that are available to me. This includes annual reviews along with several face to face meetings throughout the year. 3. THE PALUXY PONDEROSA POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 04/09/2021 ADDRESS: 4971 E. I-20, Service Rd. N., Ste. 204/205, Willow Park TX 76087, United States DESCRIPTION: General maintenance 4. THE PALUXY PONDEROSA, LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 04/09/2021 ADDRESS: 4971 E. I-20, Service Rd. N., Ste. 204/205, Willow Park TX 76087, United States DESCRIPTION: Coin collection and general maintenance.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-30

Other Names

• Harry David Goolsby
• Harry David Goolsby