Dennis
Laughlin
Kestra Private Wealth Services, LLC
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About this Advisor
Dennis Laughlin is a financial advisor based out of Melbourne, Florida with a total of 4 years of industry experience. Laughlin is an advisor for Kestra Private Wealth Services, LLC. The advisor has gained experience at Ubs Financial Services Inc, Kestra Investment Services, LLC - Ap and Kestra Private Wealth Services. Laughlin has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Kestra Private Wealth Services, LLC is a registered investment firm based in Austin, TX. The company has offices in 42 locations and a total of 119 financial advisors. It has $5 billion in assets under management between its 14,374 accounts, making it one of the largest firms in the United States by assets under management. The firm serves 15 charities and foundations. Of its 14,374 customer accounts, 23% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company performs 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 usually vary depending on the financial services offered. Fee types charged by Kestra Private Wealth Services, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Private Wealth Services, LLC Brokerage Details
$4,480,017,320
119
14,374
$311,675
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 Laughlin Work History
Dennis has been registered as a financial advisor for 4 years.*
Kestra Investment Services, LLC - Ap
Kestra Private Wealth Services
Ubs Financial Services Inc
*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 Dennis Laughlin 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 Private Wealth Services, LLC
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Carlsbad, CA
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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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