Matthew
Childs

Kestra Advisory Services, LLC

CRD#5584941
Investment Advisor
in Atlanta, GA
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About this Advisor

Matthew Childs is a certified financial planner located in Atlanta, Georgia. Currently a registered financial advisor with Kestra Advisory Services, LLC, Childs has 17 years of work experience. Childs holds a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Childs is registered to serve investors based out of Georgia. The advisor has gained experience at Kestra Financial Services, Inc, Childs Company and Nfp Securities Inc. Kestra Advisory Services, LLC is headquartered in Atlanta, Georgia, and has 513 locations in the United States. In aggregate, Kestra Advisory Services, LLC manages $20 billion in assets throughout 75,277 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 United States. The firm manages 53,194 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 12% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. 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

Series 66, Certified Financial Planner

Years of Experience

17 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

Phipps Tower 3438 Peachtree Rd. Suite 1400-B
Atlanta, GA 30326

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

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

1,291

GA Average: 49
Total Number of Accounts

81,360

GA Average: 2,315
Average Account Size

$267,280

GA Average: $1,314,358

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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

Matthew Childs Work History

Matthew has 17 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2008 - 2016 (8 years)

Nfp Securities Inc

2001 - Present (18 years)

Childs Company

Disclosures

Matthew Childs has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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