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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-05 |
Branch Locations
2900 Wingate Suite 100, Fort Worth, TX 76107 • United States
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 |
|---|---|---|---|---|
| Cimarron Hills Golf And Country Club | Georgetown | TX | 04/2014 | 06/2018 |
| Northwestern Mutual | Austin | TX | 06/2018 | 12/2021 |
| Principal Securities Inc | Austin | TX | 01/2022 | 11/2025 |
| Principal Life Insurance Company | Austin | TX | 01/2022 | 11/2025 |
| Kestra Investment Services, Llc | Fort Worth | TX | 11/2025 | Present |
| Kestra Advisory Services, Llc | Fort Worth | TX | 11/2025 | Present |
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: 10/24/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: MCCUNE WHITELY WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/24/2025 ADDRESS: 2900 Wingate St, Fort Worth TX 76107, United States DESCRIPTION: My duties are to prospect for new clients, conduct securities and investment sales and management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-08 |
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