Gregory
Fuller

Kestra Advisory Services, LLC

CRD#4014541
Investment Advisor
in Omaha, NE

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About this Advisor

Gregory Fuller is a financial advisor who works out of Omaha, Nebraska with a total of 2 years of industry experience. Fuller is on the advisory team at Kestra Advisory Services, LLC. Fuller has gained experience at Securities America Inc, Securities America Advisors, Inc, Arbor Point Advisors, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Fuller holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Nebraska and Texas. Kestra Advisory Services, LLC is a registered investment business based out of Austin, TX. It has offices in 544 locations and a total of 1,311 advisors. It controls $42 billion in total assets among its 140,407 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 132 charities and foundations. Of its 140,407 client accounts, 17% are associated with high-net-worth investors who have more than $1 million in assets. Kestra Advisory Services, LLC provides 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 usually depend on which services the firm provides the client. However, fee types billed by Kestra Advisory Services, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

Omaha, NE

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

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

1,311

NE Average: 49
Total Number of Accounts

140,407

NE Average: 2,315
Average Account Size

$297,671

NE 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 Fuller Work History

Gregory has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Kestra Investment Services, LLC

2021 - Present (3 years)

Kestra Advisory Services, LLC

2013 - 2021 (8 years)

Arbor Point Advisors

2012 - 2021 (9 years)

Securities America Advisors, Inc

2011 - 2021 (10 years)

Securities America 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 Fuller 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

Jennifer Nelson
Austin, TX
Colleen Mcnulty
Norwell, MA
Garrett Frey
Pittsburgh, PA
Marissa Griebel
Austin, TX
Vijay Krishnaswamy
Austin, TX
Brandon Morris
Troy, MI
Jacob Rinvelt
Grand Rapids, MI
Eloisa Vela
Austin, TX

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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