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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-15 |
Branch Locations
Worthington, OH • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
137 E Dublin Granville Rd, Worthington, OH 43085 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Liberty Township | OH | 04/1996 | 05/2020 |
| Securities America Advisors, Inc. | Liberty Township | OH | 10/1996 | 05/2020 |
| Buckley Financial Planning | Liberty Township | OH | 02/2004 | 05/2020 |
| Buckley Financial Planning, Llc | Liberty Township | OH | 05/2020 | 08/2025 |
| Commonwealth Financial Network | Waltham | MA | 05/2020 | 03/2022 |
| Commonwealth Financial Network | Waltham | MA | 03/2022 | 08/2025 |
| Kestra Advisory Services, Llc | Worthington | OH | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-07-24 |
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