Kestra Private Wealth Services, LLC
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About this Advisor
Graham Pearce is a financial advisor located in San Diego, California. Currently a registered advisor at Kestra Private Wealth Services, LLC, Pearce has 15 years of professional experience. Pearce maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Pearce can serve clients in California. Over the course of their career, Pearce has held roles at Vestra Financial Group, LLC, Morgan Stanley Smith Barney, Raymond James Financial Services, Raymond James Financial Services Advisors, Inc, D Canada Financial, Kestra Private Wealth Services and Kestra Investment Services. Kestra Private Wealth Services, LLC is headquartered in San Diego, California, and has 20 additional brick-and-mortar locations throughout the United States. As a registered advisory firm, Kestra Private Wealth Services, LLC oversees $1 billion in assets throughout 4,579 accounts and retains more than 46 people. The level of assets currently under the firm's management places it among the biggest firms in the United States. The firm manages 4,409 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 35% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Kestra Private Wealth Services, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Kestra Private Wealth Services, LLC Brokerage Details
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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
Graham Pearce Work History
Graham has 15 years of experience.
Kestra Private Wealth Services
Kestra Investment Services
D Canada Financial
Vestra Financial Group, LLC
Raymond James Financial Services
Raymond James Financial Services Advisors, Inc
Morgan Stanley Smith Barney
Graham Pearce has no disclosures.
Please visit their SEC profile for more details.