Gregory
Bennington

Kestra Advisory Services, LLC

CRD#2663629
Investment Advisor
in New Albany, IN

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About this Advisor

Gregory Bennington is a financial advisor who works in New Albany, Indiana with 7 years of relevant experience. Bennington is currently employed by Kestra Advisory Services, LLC. Over the course of their career, Bennington has held roles at Nfp Securities, Inc, Assuredpartners, Kestra Investment Services, LLC, Kestra Advisory Services, LLC and The Hartfield Company, Inc. Bennington has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Indiana. Kestra Advisory Services, LLC is an advisory company operating out of Austin, TX. The investment advisory business has offices in 544 locations and a total of 1,311 employees. It administers $42 billion in assets under management between its 140,407 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 132 charities and foundations. Of its 140,407 client accounts, 17% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees billed by Kestra Advisory Services, LLC may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 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

Office Location

3620 Blackiston Blvd. Suite 100
New Albany, IN 47150

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

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

1,311

IN Average: 49
Total Number of Accounts

140,407

IN Average: 2,315
Average Account Size

$297,671

IN 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

Gregory Bennington Work History

Gregory has been registered as a financial advisor for 7 years.*

2017 - Present (7 years)

Assuredpartners

2016 - Present (8 years)

Kestra Advisory Services, LLC

2008 - Present (16 years)

Kestra Investment Services, LLC

2007 - 2017 (10 years)

The Hartfield Company, Inc

2005 - 2016 (11 years)

Nfp Securities, Inc

*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 Gregory Bennington 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

Adam Murray
Lutherville Timonium, MD
Michael Friedlander
Willoughby, OH
Stanton Wheeler
Saint Augustine, FL
Jacob Kogler
Saint Paul, MN
Holly Lovell
Cushing, TX
Michael Csedrik
Paramus, NJ
Brandon Kee
Austin, TX
Jacob Rinvelt
Grand Rapids, MI

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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