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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2016-04-21 |
Branch Locations
6345 Balboa Blvd., Suite 290, Encino, CA 91316 • United States
Woodland Hills, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Mutual Life Insurance | Woodland Hills | CA | 07/1965 | Present |
| Financial Management Services | Encino | CA | 07/1981 | Present |
| Gary F. Madvin Ins. Services | Encino | CA | 07/1981 | Present |
| Financial Network Invest Corp | Torrance | CA | 04/1991 | Present |
| Financial Network Investment Corporation | Reseda | CA | 05/1991 | Present |
| Kestra Advisory Services, Llc | Encino | CA | 04/2016 | Present |
| Kestra Investment Services, Llc | Encino | CA | 12/1997 | Present |
Business Name: Gary F. Madvin Insurance Services, Inc. Investment Related: Yes Address: 6345 Balboa Blvd #290 Encino CA 91316 Nature of Business: Insurance Position, Title or Relationship: Owner Start Date: 1/1/1990 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: owner Business 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 services Business Name: Partners Insurance Services, Inc Investment Related: Yes Address: 6345 Balboa Blvd #290 Encino CA 91316 Nature of Business: Insurance Position, Title or Relationship: Other,My role is Chairman Start Date: 1/1/2006 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: i sit on the manangement committee Business Name: Writer Investment Related: No Address: 24351 philiprimm woodland hills CA 91367 Nature of Business: Other Other/None of the Above I wrote a book with my cousin as a co author and had it published. Position, Title or Relationship: Other,writer Start Date: 4/19/2012 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: none
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-05-13 |
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