Kirby Lane Kinney

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

• 02/2021 → Present
  Dominion Partners Private Wealth Management
  Memphis, TN
• 06/2016 → 12/2020
  Royal Caribbean Group
  Miami, FL
• 02/2021 → Present
  Kestra Investment Services, Llc
  Memphis, TN
• 11/2021 → Present
  Kestra Advisory Services, Llc
  Memphis, TN

Other Businesses

Bus Name: Dominion Partners Private Wealth Management Investment Related: Yes Address: 6525 Quail Hollow Rd., Ste. 330 Memphis TN 38120 Nature of Business: Registered Field Assistant Position, Title or Relationship: Client Services Associate Start Date: 2/1/2021 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Administrative support to clients & advisors Bus Name: ASSISTANT LACROSSE COACH, ST. AGNES ACADEMY UPPER SCHOOL POSITION: Assistant Coach NATURE: athletic coaching INVESTMENT RELATED: No HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 4830 Walnut Grove Rd, Memphis TN 38117, United States DESCRIPTION: Coaching 4 days a week and attending games

Exams

• S66 Uniform Combined State Law Examination
  2021-11-05