Kestra Advisory Services, LLC
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About this Advisor
Dennis Whyte is a certified financial planner based in Denver, Colorado. Currently a registered financial advisor with Kestra Advisory Services, LLC, Whyte has 10 years of professional experience in the financial advisory industry. Whyte holds a Series 66 license, designating them as both a securities agent and an investment advisor representative. Whyte is able to work with clients based out of Colorado. Throughout their career, Whyte has worked at Nfp Securities, Inc and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is based out of Denver, Colorado, and has 513 locations throughout the United States. In aggregate, Kestra Advisory Services, LLC manages $20 billion in assets throughout 75,277 client accounts and retains more than 1,231 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the United States. The firm manages 53,194 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 12% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Kestra Advisory Services, LLC can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services 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 Advisory 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
Dennis Whyte Work History
Dennis has 10 years of experience.
Kestra Financial Services, Inc
Nfp Securities, Inc
Dennis Whyte has no disclosures.
Please visit their SEC profile for more details.