Kathleen
Hinman
Kestra Advisory Services, LLC
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About this Advisor
Kathleen Hinman is a financial advisor based in Brookeville, Maryland, working with Kestra Advisory Services, LLC. Kathleen has previously held positions at H. Beck, Inc, Kestra Investment Services, and Kestra Advisory Services, LLC. Kathleen has passed the Series 66 regulatory exam and is registered to provide services in Maryland and Texas. Currently, Kathleen is part of Kestra Advisory Services, LLC, which operates out of Brookeville, Maryland. 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
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$48,324,319,629
1,266
140,425
$344,129
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
Kathleen Hinman Work History
Kestra Investment Services
Kestra Advisory Services, LLC
H. Beck, Inc
Disclosures
Please visit the SEC profile of Kathleen Hinman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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South Burlington, VT
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