Best Investors Account Sign in
Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-24
PA RA APPROVED 2022-05-24
  • TX RA
    APPROVED
    Since 2023-10-24
  • PA RA
    APPROVED
    Since 2022-05-24

Branch Locations

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

1370 Washington Pike Ste 404, Bridgeville, PA 15017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Pittsburgh PA 08/2013 04/2022
Kestra Investment Services, Llc Pittsburgh PA 04/2022 Present
Kestra Advisory Services, Llc Pittsburgh PA 04/2022 Present
Previous Registrations
Other Businesses

Name: RetireRight Pittsburgh - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2020 - 40 Hours Per Month During Securities Trading. Name: Guardian National Life - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 08/18/2020 - 1 Hours Per Month During Securities Trading. Name: LifePro Financial Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 06/24/2020 - 10 Hours Per Month/0 Hours During Securities Trading. Name: Excellent Ventures LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/01/2020 - 40 Hours Per Month During Securities Trading. Name: RetireRight Financial Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2022 - 40 Hours Per Month/40 Hours During Securities Trading. Name: RETIRERIGHT FINANCIAL PLANNINGPOSITION: Owner & Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 03/01/2022 ADDRESS: 2652 Hidden Valley Dr, Ste 100, Pittsburgh PA 15241, United States DESCRIPTION: I manage client relationships through our wealth management division that I oversee. Name: EXCELLENT VENTURES LLC POSITION: Owner and Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2020 ADDRESS: 2652 Hidden Valley Dr., Ste. 100, Pittsburgh PA 15241, United States DESCRIPTION: This is the LLC name for our business. The DBA is RetireRight Financial Planning. I manage client relationships through the oversight of our wealth management division that I run. Name: KESTRA ADVISORY SERVICES POSITION: Financial Planner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/18/2022 ADDRESS: 5707 Southwest Parkway Building 2 Ste. 400, Ste. 100, Austin TX 78735, United States DESCRIPTION: N/A Name: RETIRERIGHT FINANCIAL PLANNING POSITION: Owner & Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 03/01/2022 ADDRESS: 1370 Washington Pike, Suite 404, Bridgeville PA 15017, United States DESCRIPTION: I manage client relationships through our wealth management division that I oversee.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-14
S63 Uniform Securities Agent State Law Examination 2007-07-11
  • S65 Uniform Investment Adviser Law Examination
    2009-12-14
  • S63 Uniform Securities Agent State Law Examination
    2007-07-11
Designations
Other Names
  • Christopher Cannon

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor