Frank Joseph Evangelist

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

• 06/2010 → Present
  Kestra Investment Services, Llc.
  Pleasant Hill, CA
• 04/2016 → Present
  Kestra Advisory Services, Llc.
  Pleasant Hill, CA

Other Businesses

Name: NFP CA Insurance Services, Inc Investment Related: Yes Address: 3470 Mount Diablo Blvd, Suite 100 Lafayette CA 94549 Nature of Business: Consulting; Insurance; Investment Advisory (RIA, IAR, Financial Planning, etc.) Position, Title or Relationship: Employee Start Date: 11/1/2014 Hours per month: 61% - 70% (97 - 112 hours) Hours per month during trading hours: 51% - 60% (71 - 84 hours) Duties: Investment advisory, insurance and business consulting. 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 Name: NFP CA INSURANCE SERVICES, INC POSITION: Employee NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2014 ADDRESS: 2300 Contra Costa Blvd., Suite 600, Pleasant Hill CA 94523, United States DESCRIPTION: Investment advisory, insurance and business consulting.

Exams

• S66 Uniform Combined State Law Examination
  2010-08-19
• S63 Uniform Securities Agent State Law Examination
  1999-06-21