Richard
Smith

Kestra Private Wealth Services, LLC

CRD#1234498
Investment Advisor
in Cordele, GA

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About this Advisor

Richard Smith is a financial advisor working out of Cordele, Georgia. Smith is an employee of Kestra Private Wealth Services, LLC. Throughout their career, they have worked at Edward D. Jones & Co., L.P, Kestra Investment Services, LLC and Kestra Private Wealth Services, LLC. Smith has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Georgia and Texas. Kestra Private Wealth Services, LLC is an advisory business that has its headquarters in Austin, TX. It has offices in 42 locations and a total of 119 employees. It manages $5 billion in assets under management between its 14,374 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 15 charities and foundations. Of its 14,374 accounts, 23% belong to high-net-worth investors who have more than $1 million in investable assets. Kestra Private Wealth Services, LLC has a diverse array 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. Financial advisory fee schedules usually depend on which services the firm provides the client. Fees charged by Kestra Private Wealth Services, LLC likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

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

Office Location

209 East 14Th Street
Cordele, GA 31015

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Kestra Private Wealth Services, LLC Brokerage Details

Total Assets Under Management

$4,480,017,320

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

119

GA Average: 49
Total Number of Accounts

14,374

GA Average: 2,315
Average Account Size

$311,675

GA Average: $1,314,358

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

Richard Smith Work History

Richard has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Kestra Investment Services, LLC

2023 - Present (1 year)

Kestra Private Wealth Services, LLC

1995 - 2023 (28 years)

Edward D. Jones & Co., L.P

*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 Richard Smith 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 Private Wealth Services, LLC

Mark Yadron
Austin, TX
Krista Murray
Brea, CA
Benjamin Mcdonald
Huntersville, NC
Durgesh Rajawat
Boca Raton, FL
Serena Kokka
San Diego, CA
Kylee Oneil
Austin, TX
Kristoffer Fu
Brea, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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