Shane Evans Fritts

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 → 04/2025
  Wells Fargo Clearing Services, Llc.
  Hagerstown, MD
• 08/2016 → 04/2017
  Columbia Sportswear
  Hagerstown, MD
• 02/2017 → 01/2018
  Wells Fargo Clearing Services, Llc
  Hagerstown, MD
• 04/2025 → Present
  Kestra Investment Services, Llc
  Frederick, MD
• 04/2025 → Present
  Kestra Advisory Services, Llc
  Frederick, MD

Previous Registrations

• 2022-03-28 → 2025-04-09
  Wells Fargo Clearing Services, Llc
  Hagerstown, MD

Other Businesses

Bus Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/15/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: RS WILL WEALTH MANAGEMENT POSITION: Financial Planning Associate NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/14/2025 ADDRESS: 154 A North Market street, Frederick MD 21701, United States DESCRIPTION: Client servicing

Exams

• S66 Uniform Combined State Law Examination
  2022-03-28

Other Names

• Shane Fritts