Thomas
Besselman

Kestra Advisory Services, LLC

CRD#3015519
Investment Advisor
in Baton Rouge, LA

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About this Advisor

Thomas Besselman is a financial advisor based in Baton Rouge, Louisiana, working with Kestra Advisory Services, LLC. Thomas has previously held positions at Ea Financial Group, LLC, Besselman & Little Agency, Nfp Securities, Inc, Kestra Advisory Services, LLC, and Kestra Investment Services, LLC. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana and Texas. Currently, Thomas is part of Kestra Advisory Services, LLC, which operates out of Baton Rouge, Louisiana. The firm has 544 offices and 1,266 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

6421 Perkins Rd Building A, Suite I-A
Baton Rouge, LA 70808

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$48,324,319,629

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

1,266

LA Average: 49
Total Number of Accounts

140,425

LA Average: 2,315
Average Account Size

$344,129

LA 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

Thomas Besselman Work History

2016 - Present (8 years)

Kestra Advisory Services, LLC

2013 - Present (11 years)

Kestra Investment Services, LLC

2001 - Present (23 years)

Ea Financial Group, LLC

2001 - Present (23 years)

Besselman & Little Agency

2013 - 2016 (3 years)

Nfp Securities, Inc

Disclosures

Please visit the SEC profile of Thomas Besselman 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

Paul Rogers
Mckinney, TX
Joseph Kamon
Pittsburgh, PA
Jeffrey Lown
Austin, TX
Noah Gonzalez
Austin, TX
Nicholas Castricone
Willowbrook, IL
Jaclyn Martin
Pittsburgh, PA
Phoenix Suskin
South Burlington, VT
Laura Sendldorfer
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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