Lynae Douthit

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

• 10/2012 → 07/2024
  Personal Benefit Financial
  Lakewood, CO
• 07/2024 → Present
  Kestra Investment Services, Llc
  Lakewood, CO
• 11/2024 → Present
  Kestra Advisory Services, Llc
  Lakewood, CO

Other Businesses

Name: CATTLE ALLIANCE POSITION: Owner NATURE: Cattle INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/26/1990 ADDRESS: 198 White Ash Dr, Golden CO 80403 DESCRIPTION: My husband runs this business. I am just a half owner and do not actively participate. NAME: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/27/2018 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: MY FEDERAL RETIREMENT & BENEFITS POSITION: Assistant NATURE: Seminars for Federal Employees INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 870 Kipling St, Lakewood CO 80215, United States DESCRIPTION: Prepare seminar materials, present materials. Name: PERSONAL BENEFIT FINANCIAL POSITION: Financial Planner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: No # OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/23/2012 ADDRESS: 870 Kipling St, Lakewood CO 80215, United States DESCRIPTION: prepare, and present financial plans to clients.

Exams

• S66 Uniform Combined State Law Examination
  2024-11-18
• S63 Uniform Securities Agent State Law Examination
  2024-09-23

Other Names

• Lynae Hansen
• Lynae Elaine Douthit