Gregory James Vance

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

• 04/2016 → 04/2021
  Kestra Financial Services, Inc.
  Austin, TX
• 07/2021 → 07/2025
  Lion Street Advisors
  Austin, TX
• 07/2025 → Present
  Kestra Investment Services, Llc
  Austin, TX
• 07/2025 → Present
  Kestra Advisory Services, Llc
  Austin, TX

Previous Registrations

• 2021-07-29 → 2025-07-25
  Lion Street Advisors, Llc
  Austin, TX
• 2016-04-20 → 2021-04-15
  Kestra Advisory Services, Llc
  Austin, TX
• 2011-06-28 → 2016-09-22
  Kestra Investment Services, Llc
  Austin, TX
  Austin, TX
  Stockton, CA
  Stockton, CA

Other Businesses

NAME: J. B. BURROWS MANAGEMENT, LLC POSITION: Assistant Vice-President NATURE: Back up to President and Vice Presidents INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/22/2025 ADDRESS: 6801 BECKETT RD UNIT 130R, Building 2, Suite 400, Austin AL 78735, United States DESCRIPTION: I have no duties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-24
• S63 Uniform Securities Agent State Law Examination
  2000-04-07

Other Names

• Greg Vance