Austin L Palmer

Employer firm

Kestra Private Wealth Services, LLC CRD 155193

$13.5B regulatory AUM 109 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

• 07/2011 → 03/2023
  Bank Of America, N.A.
  Huntersville, NC
• 03/2023 → Present
  Kestra Investment Services, Llc
  Huntesville, NC
• 03/2023 → Present
  Kestra Private Wealth Services, Llc
  Huntesville, NC
• 06/2006 → 03/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
  Huntersville, NC

Previous Registrations

• 2006-06-29 → 2023-03-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Huntersville, NC
• 2002-09-16 → 2006-06-27
  Morgan Stanley Dw Inc.
  Huntersville, NC
  Huntersville, NC

Other Businesses

Business Name: DESTINATION WEALTH ADVISORS POSITION: Partner/Wealth Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 32 START DATE: 03/16/2023 ADDRESS: 13801 Reese Blvd. West, Suite 110, Huntersville NC 28078 DESCRIPTION: One of founding partners of the new firm with approx. 18% ownership. Will maintain current role as Wealth Advisor while helping to grow firm through acquisition of new advisors and clients Business Name: ACALM LLC POSITION: Managing Member NATURE: Holding company for liability protection INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/24/2023 ADDRESS: 7843 Chapel Creek Drive, Denver NC 28037, United States DESCRIPTION: Monitor bank account, balance books, sign tax returns. Business Name: DESTINATION GROUP LLC POSITION: Owner/member NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/17/2023 ADDRESS: 13801 Reese Blvd. West, Suite 110, Huntersville NC 28078, United States DESCRIPTION: Member/owner - quarterly meetings to discuss future of business and other business related decisions (staffing, advertising, responsibilities for training, hiring, counseling, etc.)

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-08-16
• S63 Uniform Securities Agent State Law Examination
  1998-11-19

Other Names

• Austin Langley Palmer