Luis
Dolan
Kestra Private Wealth Services, LLC
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About this Advisor
Luis Dolan is a financial advisor based in Burlington, Massachusetts, working with Kestra Private Wealth Services, LLC. Luis has previously held positions at Citizens Securities, Inc, Kestra Investment Services, LLC, and Kestra Private Wealth, LLC. Luis has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and Rhode Island. Currently, Luis is part of Kestra Private Wealth Services, LLC, which operates out of Burlington, Massachusetts. The firm has 42 offices and 158 employees. The firm manages assets totaling $7.3 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 Private Wealth Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Private Wealth Services, LLC Brokerage Details
$7,299,740,131
158
21,652
$337,139
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
Luis Dolan Work History
Kestra Investment Services, LLC
Kestra Private Wealth, LLC
Citizens Securities, Inc
Disclosures
Please visit the SEC profile of Luis Dolan 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
Blackshear, GA
Austin, TX
Boca Raton, FL
Ogden, UT
Huntersville, NC
Burlington, MA
Austin, TX
Greenville, SC
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