Graham
Pearce

Kestra Private Wealth Services, LLC

CRD#1771480
Investment Advisor
in San Diego, CA
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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

Series 63, Series 65

Years of Experience

15 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

3570 Carmel Mountain Road Ste 150
San Diego, CA 92130

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Kestra Private Wealth Services, LLC Brokerage Details

Total Assets Under Management

$1,409,491,489

CA Average: $7,578,581,321
Total Number of Employees

46

CA Average: 43
Total Number of Accounts

4,579

CA Average: 3,727
Average Account Size

$307,816

CA Average: $2,033,427

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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
  • Selection of other advisers

Graham Pearce Work History

Graham has 15 years of experience.

2018 - Present (1 years)

Kestra Private Wealth Services

2018 - Present (1 years)

Kestra Investment Services

2014 - 2015 (1 years)

D Canada Financial

2010 - Present (9 years)

Vestra Financial Group, LLC

2010 - Present (9 years)

Raymond James Financial Services

2010 - Present (9 years)

Raymond James Financial Services Advisors, Inc

2003 - 2010 (7 years)

Morgan Stanley Smith Barney

Disclosures

Graham Pearce has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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