Kimberly Akins Young

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

• 11/2014 → 12/2018
  Enoch Group
  Midlothian, VA
• 03/2016 → Present
  Connelly Financial Services
  Midlothian, VA
• 04/2018 → Present
  Commonwealth Financial Network
  Waltham, MA
• 11/2016 → 01/2019
  The Beran Group
  Midlothian, VA
• 11/2025 → Present
  Kestra Investment Services, Llc
  Henrico, VA
• 11/2025 → Present
  Kestra Advisory Services
  Henrico, VA

Previous Registrations

• 2019-11-12 → 2025-11-04
  Commonwealth Financial Network
  Henrico, VA

Other Businesses

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: 11/04/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: CONNELLY FINANCIAL GROUP POSITION: CLIENT MANAGER NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/04/2025 ADDRESS: 2711 STINGRAY COURT, HENRICO VA 23233, United States DESCRIPTION: NA

Exams

• S66 Uniform Combined State Law Examination
  2019-10-31

Other Names

• Kimberly Akins