Robert Apple

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

• 06/2011 → 02/2025
  Apple Guerin Company Llc
  Baton Rouge, LA
• 02/2025 → Present
  Kestra Advisory Services Llc
  Baton Rouge, LA

Other Businesses

NAME: Kestra Advisory Services POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2025 ADDRESS: 5707 Southwest Parkway Building 2, Suite 400 Austin, Texas 78735 DESCRIPTION: IAR NAME: PFC2 LLC POSITION: Member NATURE: Real Estate; Rental/Leasing of Commercial or Residential Property(ies); Commercial Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2019 ADDRESS: 6421 Perkins Rd Bldg A Ste 1-B Baton Rouge, Louisiana 70808 DESCRIPTION: Bookkeeping, tax preparation, bill paying NAME: Centura Advisors POSITION: contractor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/01/2025 ADDRESS: 6421 Perkins Rd Bldg C Ste 2-B Baton Rouge, Louisiana 70808 DESCRIPTION: RIA - handling client accounts NAME: Apple Guerin Company LLC POSITION: Member NATURE: Tax/Accounting/CPA; CPA; Tax Preparation; Bookkeeping; Bookkeeping Services; Power of Attorney and Declaration of Representative (IRS Form 2848) INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2019 ADDRESS: 6421 Perkins Rd Bldg A Ste 1-B Baton Rouge, Louisiana 70808 DESCRIPTION: Partner in CPA firm. Full time employment. Oversee operations of the firm and accounting services for clients. The majority of our firms' work is in bookkeeping, consulting, and tax preparation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-28

Other Names

• Robby Apple