James E Labrecque

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

• 01/2012 → 06/2019
  Highland Park Independent School District
  Dallas, TX
• 06/2019 → 02/2025
  Avantax Investment Services, Inc.
  Richardson, TX
• 08/2019 → 10/2019
  Lake Highlands High School Band
  Dallas, TX
• 09/2019 → 10/2019
  Argyle High School Band
  Argyle, TX
• 08/2019 → 02/2025
  Five Star Advisor Partners, Llc
  Richardson, TX
• 08/2019 → 02/2025
  Hancock Tax Service
  Richardson, TX
• 02/2025 → Present
  Kestra Investment Services Llc
  Richardson, TX
• 02/2025 → Present
  Kestra Advisory Services Llc
  Richardson, TX

Previous Registrations

• 2019-09-24 → 2025-02-26
  Avantax Advisory Services
  Richardson, TX

Other Businesses

Name: WDW FINANCIAL POSITION: Financial Planner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/10/2025 ADDRESS: 2600 N Central Expy, STE 575, Richardson TX 75080, United States DESCRIPTION: Financial Planning and Investment Management 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: 02/10/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: WDW TAX SERVICES POSITION: Tax Preparer and Financial Planner NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 02/20/2025 ADDRESS: 2600 N Central Expy, STE 575, Richardson TX 75080, United States DESCRIPTION: Preparing tax returns and performing tax planning for clients. Name: MUSIC EDUCATION & CONSULTING POSITION: Consultant NATURE: Teaching Music INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 9449 Church Rd, Dallas TX 75238, United States DESCRIPTION: I will consult and teach for the Lake Highlands HS Band as an independent contractor.

Exams

• S66 Uniform Combined State Law Examination
  2019-09-10

Designations

• Certified Financial Planner