Dennis
Whyte

Kestra Advisory Services, LLC

CRD#2485400
Investment Advisor
in Denver, CO
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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

Series 66, Certified Financial Planner

Years of Experience

10 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

Disclosures

No

Office Location

7535 E. Hampden Ave., Ste 225
Denver, CO 80231

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

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

1,291

CO Average: 49
Total Number of Accounts

81,360

CO Average: 2,315
Average Account Size

$267,280

CO Average: $1,314,358

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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.

2016 - Present (3 years)

Kestra Financial Services, Inc

2008 - 2016 (8 years)

Nfp Securities, Inc

Disclosures

Dennis Whyte has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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