David
Drake
Kestra Advisory Services, LLC
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About this Advisor
David Drake is a financial advisor operating out of Burlington, New Jersey with a total of 7 years of industry experience. Drake currently works for Kestra Advisory Services, LLC. During their career, the advisor has held roles at Principal Life Insurance Co, Nfp Securities, Inc, The Drake Company L.L.C, Drake, Lehner & Morgan L.L.C, Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Drake holds a Series 63 license, certifying them as a securities broker, and is approved to work in Pennsylvania. Kestra Advisory Services, LLC is a firm that has its headquarters in Austin, TX. The firm has offices in 544 locations and a total of 1,311 people on staff. It administers $42 billion in assets among its 140,407 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 132 charities and foundations. Of its 140,407 client accounts, 17% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Kestra Advisory Services, LLC offers a diverse set 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 for financial advice typically are based on the type of financial services offered. However, fees charged by Kestra Advisory Services, LLC most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
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
David Drake Work History
David has been registered as a financial advisor for 7 years.*
Kestra Advisory Services, LLC
Drake, Lehner & Morgan L.L.C
Kestra Investment Services, LLC
Principal Life Insurance Co
The Drake Company L.L.C
Nfp Securities, 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 David Drake 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
Saint Paul, MN
Lincoln, NE
Saint Augustine, FL
Austin, TX
Paramus, NJ
Austin, TX
Charlotte, NC
Grand Rapids, MI
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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