Kestra Advisory Services, LLC
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About this Advisor
Henry Coker is an investment advisor based in Atlanta, Georgia. Currently a registered financial advisor at Kestra Advisory Services, LLC, they have accumulated a notable 28 years of work experience in the financial advisory industry. Coker maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Coker is able to act as an advisor in Georgia. The advisor has gained experience at Massachusetts Mutual Life Insurance Comp, Mml Investors Services, Inc, Veracor Consulting Group, Nfp Securities, Inc and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is headquartered in Atlanta, Georgia, and has 513 other locations across the country. In total, Kestra Advisory Services, LLC manages $20 billion in assets across 75,277 client accounts and retains more than 1,231 people. The amount of assets the firm manages places it among the largest financial advisory firms in the country. The firm manages 53,194 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 12% of the firm's investors are high-net-worth individuals, meaning they have over $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's fees may include 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
Henry Coker Work History
Henry has 28 years of experience.
Kestra Financial Services, Inc
Veracor Consulting Group
Nfp Securities, Inc
Mml Investors Services, Inc
Massachusetts Mutual Life Insurance Comp
Henry Coker has no disclosures.
Please visit their SEC profile for more details.