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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2016-04-19 |
Branch Locations
3700 Palmetto Pointe Blvd, 1, Myrtle Beach, SC 29588 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmh Invesment Group, Llc | Myrtle Beach | SC | 01/1998 | Present |
| Gnc Properties, Llc | Myrtle Beach | SC | 01/2006 | Present |
| Amaia Trusted Source Network | Myrtle Beach | SC | 01/2006 | Present |
| Financial Independent Group | Myrtle Beach | SC | 01/1995 | Present |
| Md Financial | Dallas | TX | 01/2006 | Present |
| Kestra Advisory Services, Llc | Myrtle Beach | SC | 04/2016 | Present |
| Kestra Investment Services, Llc | Myrtle Beach | SC | 03/2015 | Present |
Business Name: GRACE MINISTIRES Investment Related: No Address: 921 N. KINGS HWY MYRTLE BEACH SC 29588 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: VP OF THE BOD Start Date: 1/1/2006 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: ADMINISTRATIVE ACTIVITIES PER BOD ROLEBusiness Name: FINANCIAL INDEPENDENCE GROUP (FIG) Investment Related: No Address: 19520 W. CATAWBA AVE. CORNELIUS NC 28031 Nature of Business: Insurance Position, Title or Relationship: AGENT Start Date: 1/1/1998 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: LTCiBusiness Name: PHYSICIANS BENEFIT NETWORK Investment Related: No Address: S0190 KATY FREEWAY STE 201 HOUSTON TX 77043 Nature of Business: Insurance Position, Title or Relationship: AGENT Start Date: 1/1/2005 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: DIBusiness Name: CHRISTENSEN AGENCY Investment Related: No Address: 7401 Carmel Executive Park St # 205 CHARLOTTE NC 28226 Nature of Business: Insurance Position, Title or Relationship: AGENT Start Date: 3/23/2015 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: AGENT FOR DIBusiness Name: GNC PROPERTIES, LLC Investment Related: No Address: 3700 PALMETTO POINTE BLVD. MYRTLE BEACH SC 29588 Nature of Business: Real Estate Position, Title or Relationship: GP Start Date: 7/1/2007 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Prop MgtBusiness Name: BERKSHIRE ADVISOR RESOURCES Investment Related: Yes Address: 7900 E BERRY PLACE #200 GREENWOOD VILLAGE CO 80111 Nature of Business: Insurance Position, Title or Relationship: AGENT Start Date: 1/1/2010 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: AGENT FOR DIBusiness Name: US Financial Services, LLC Investment Related: Yes Address: 3700 PALMETTO PTE BLVD MYRTLE BEACH SC 29588 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: MEMBER, FA, RIAR Start Date: 1/1/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: TO ACT IN THE BEST INTEREST OF OUR CLIENTSBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory servicesBusiness Name: Coastal Planned Giving Advisory Council - CPGAC Investment Related: No Address: University Blvd Conway SC 29526 Nature of Business: Other Other/None of the Above Serving as an advocate to the university Position, Title or Relationship: Council member Start Date: 11/1/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: To serve as an advocate to the University and identify potential donors
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-29 |
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