John
Cash

Kestra Advisory Services, LLC

CRD#2329942
Investment Advisor
in Orlando, FL
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About this Advisor

John Cash is a certified financial planner and chartered financial consultant working out of Orlando, Florida, with a total of 28 years of experience as a financial advisor. Cash is on the advisory team at Kestra Advisory Services, LLC. Cash has gained experience at Cash & Associates, P.A, Kestra Financial Services, Inc and Nfp Securities, Inc. Cash maintains a Series 63 license, certifying them as a securities agent, and is approved to operate in Florida. Kestra Advisory Services, LLC is a financial advisory company that has its headquarters in Orlando, Florida. The investment advisory business has offices in 513 locations and a total of 1,231 financial advisors. It has $20 billion in assets across its 75,277 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 84 charities and foundations. Of its 75,277 accounts, just 12% belong to high-net-worth investors who have more than $1 million in investable assets. Kestra Advisory Services, LLC performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management largely are based on the financial services provided. Fees charged by Kestra Advisory Services, LLC likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

28 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

827 Irma Avenue
Orlando, FL 32803

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$20,417,813,140

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

1,231

FL Average: 49
Total Number of Accounts

75,277

FL Average: 2,315
Average Account Size

$271,236

FL Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

John Cash Work History

John has 28 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2000 - 2016 (16 years)

Nfp Securities, Inc

1990 - Present (29 years)

Cash & Associates, P.A

Disclosures

John Cash has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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