Kestra Advisory Services, LLC
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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
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
John Cash Work History
John has 28 years of experience.
Kestra Financial Services, Inc
Cash & Associates, P.A
Nfp Securities, Inc
John Cash has no disclosures.
Please visit their SEC profile for more details.