Fisher James Underbrink

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

• 01/2018 → 05/2019
  Cactus Ropes
  Pleasanton, TX
• 06/2019 → 08/2021
  Adam Development Corp.
  College Station, TX
• 08/2021 → 12/2022
  Coberly Performance Horses
  Bryan, TX
• 12/2022 → Present
  Kestra Investment Services, Llc
  Houston, TX
• 04/2014 → 01/2018
  Full Time Education
  Pleasanton, TX
• 09/2024 → Present
  Kestra Advisory Services, Llc
  Houston, TX

Other Businesses

Business Name: KESTRA ADVISORY SERVICES POS: IAR NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/03/2023 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESC: IAR Business Name: LIFEBRIDGE FINANCIAL GROUP POS: Research Analyst/Trader NOB: Registered rep activities through Kestra Investment Services INV REL: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/02/2023 ADDRESS: 2323 S Shepard Dr, Ste 805, Houston TX 77019 DESC: Answering phones, assisting clients, executing instructions from advisors

Exams

• S66 Uniform Combined State Law Examination
  2024-09-30