Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TN | RA | APPROVED | 2021-09-21 |
| TX | RA | APPROVED_RES | 2021-09-13 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Nashville | TN | 06/2013 | 07/2021 |
| Kestra Investment Services Llc | Fairview | TN | 09/2021 | Present |
| Kestra Advisory Services | Fairview | TN | 09/2021 | Present |
1. LEE GREER WEALTH MANAGEMENT POSITION: Owner, Wealth Management Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 152 SECURITIES TRADING HOURS: 80 START DATE: 09/13/2021 ADDRESS: 7208 Glenwood Dr, Fairview TN 37062, United States DESCRIPTION: Engage clients to understand their unique situation, develop plan to address their wants & needs, recommend investment and/or insurance based strategies for execution. 2. KESTRA ADVISORY SERVICES, LLC POSITION: Owner, Wealth Management Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 09/14/2021 ADDRESS: 5707 southwest pkwy, BLDG 2, suite 400, Austin TX 78735, United States DESCRIPTION: Provide financial advice, recommend investment strategies. 3. DANIEL LEE GREER POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/13/2021 ADDRESS: 7208 Glenwood Dr, Fairview TN 37062, United States DESCRIPTION: Service in-force fixed annuity contracts for clients. 4. DANIEL LEE GREER POSITION: Co-owner with sister, Nickie D Greer NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 05/01/2017 ADDRESS: 7208 Glenwood Dr, Fairview TN 37062, United States DESCRIPTION: Property management company finds/communicates with tenants, handles all daily activities. Only involved to approve tenants or repair expenditures.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-30 |
Reach out to this advisor