Benjamin
Shaddox

Kestra Advisory Services, LLC

CRD#3091114
Investment Advisor
in Springdale, AR

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About this Advisor

Benjamin Shaddox is a certified financial planner working out of Springdale, Arkansas with a total of 7 years of industry experience. Shaddox is currently employed by Kestra Advisory Services, LLC. During their career, the advisor has held roles at Arvest Asset Management, Kestra Advisory Services, LLC, Kestra Investment Services, LLC and Nfp Advisors. Shaddox maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Arkansas. Kestra Advisory Services, LLC is an advisory business based in Austin, TX. The investment advisory business has offices in 544 locations and a total of 1,311 financial advisors. It controls $42 billion in assets under management among its 140,407 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 132 charities and foundations. Of its 140,407 customer accounts, 17% belong to high-net-worth investors who have more than $1 million in assets available to invest. Kestra Advisory Services, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on the services. However, fee types charged by Kestra Advisory Services, LLC most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4100 Corporate Center Drive, Ste#200, ,
Springdale, AR 72762

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

AR Average: $3,042,739,679
Total Number of Employees

1,311

AR Average: 49
Total Number of Accounts

140,407

AR Average: 2,315
Average Account Size

$297,671

AR Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Benjamin Shaddox Work History

Benjamin has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Kestra Advisory Services, LLC

2007 - Present (17 years)

Kestra Investment Services, LLC

2003 - Present (21 years)

Arvest Asset Management

2007 - 2016 (9 years)

Nfp Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Benjamin Shaddox to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kestra Advisory Services, LLC

Marissa Griebel
Austin, TX
Eric Crawford
Austin, TX
Jacob Kogler
Saint Paul, MN
Adam Murray
Lutherville Timonium, MD
Jacob Rinvelt
Grand Rapids, MI
Nicole Simon
Austin, TX
Michael Csedrik
Paramus, NJ
Garrett Frey
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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