Deborah Rochelle Yurchak

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

• 06/2016 → 08/2018
  Securian Financial Services Inc
  St Paul, MN
• 06/2016 → 08/2018
  Minnesota Life Insurance Co
  St Paul, MN
• 06/2016 → 08/2018
  Legacy Planning Partners
  Plmouth Meeting, PA
• 08/2018 → 02/2025
  Lpl Financial Llc
  King Of Prussia, PA
• 07/2018 → 09/2018
  Beacon Financial Services, Inc.
  King Of Prussia, PA
• 03/2025 → Present
  Kestra Investment Services Llc
  Wayne, PA
• 03/2025 → Present
  Kestra Advisory Services, Llc
  Wayne, PA

Previous Registrations

• 2018-08-08 → 2025-03-11
  Lpl Financial Llc
  Wayne, PA
• 2016-06-16 → 2018-07-23
  Securian Financial Services, Inc.
  Plymouth Meeting, PA
• 2013-04-25 → 2016-06-02
  Kestra Investment Services, Llc
  Warrington, PA
• 2016-04-20 → 2016-06-02
  Kestra Advisory Services, Llc
  Fort Washington, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-05-07

Other Names

• Deborah Rochelle Waldman