Kestra Advisory Services, LLC
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About this Advisor
Joseph Gray is an advisor whose office is in Boston, Massachusetts. Currently a registered investment advisor at Kestra Advisory Services, LLC, Gray has 19 years of professional experience as a financial advisor. Gray holds a Series 63 license, qualifying the advisor as a securities representative. Gray is registered to act as an advisor based out of Massachusetts. Throughout their career, they have worked at Longfellow Financial, Nrp Financial, Inc, Nrp Advisors, Inc, Lpl Financial Corporation, Independent Financial Partners, Nfp Securities, Inc and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is headquartered in Boston, Massachusetts, and operates out of 513 brick-and-mortar locations across the United States. In total, Kestra Advisory Services, LLC oversees $20 billion in assets dispersed across 75,277 client accounts and retains more than 1,231 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the nation. The firm manages 53,194 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 12% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Kestra Advisory Services, LLC provides 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
Years of Experience
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Kestra Advisory Services, LLC Brokerage Details
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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
Joseph Gray Work History
Joseph has 19 years of experience.
Kestra Financial Services, Inc
Nfp Securities, Inc
Lpl Financial Corporation
Independent Financial Partners
Nrp Advisors, Inc
Nrp Financial, Inc
Joseph Gray has no disclosures.
Please visit their SEC profile for more details.