Blake
Floyd
Kestra Advisory Services, LLC
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About this Advisor
Blake Floyd is a financial advisor operating in Atlanta, Georgia who has 4 years of industry experience. Floyd works at Kestra Advisory Services, LLC. Over the course of their career, Floyd has held roles at Foresters Financial Services, Inc, Marriott Claims Services, University Of Georgia, Gainesville State College, Epting Events, The College Moving Company, Foresters Financial Services, Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Floyd maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to serve investors in Georgia. Kestra Advisory Services, LLC is an advisory company that has its headquarters in Austin, TX. The company has offices in 544 locations and a total of 1,311 financial advisors. It handles $42 billion in assets across its 140,407 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 132 charities and foundations. Of its 140,407 customer accounts, 17% belong to high-net-worth investors who have at least $1 million in investable assets. The firm provides a diverse range 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. A financial advisor's fees largely depend on the type of services offered. Fee types billed by Kestra Advisory 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 Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
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
Blake Floyd Work History
Blake has been registered as a financial advisor for 4 years.*
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Foresters Financial Services, Inc
Foresters Financial Services
Marriott Claims Services
Epting Events
University Of Georgia
The College Moving Company
University Of Georgia
Gainesville State College
*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 Blake Floyd 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 Advisory Services, LLC
Austin, TX
Saint Paul, MN
Grand Rapids, MI
Saint Augustine, FL
Paramus, NJ
Pittsburgh, PA
Charlotte, NC
Austin, TX
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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