James
Havell
Kestra Advisory Services, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
James Havell is a financial advisor working out of Port Jefferson, New York who has 1 year of industry experience. Havell is an advisor for Kestra Advisory Services, LLC. Over the course of their career, they have held roles at Raymond James & Associates, Student Suffolk Community College, Binghamton University, Winstons Culinary Group, University Of Gloucestershire, St. Joseph'S College New York, Adsyst Automation LTD, Handelsbanken Wealth Management, Wells Fargo, Kestra Advisory Services, LLC, Tanager Wealth Management, Kestra Advisory Services LLC and Kestra Investment Services LLC. Havell holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in New York. Kestra Advisory Services, LLC is a registered investment company that has its headquarters in Austin, TX. It has offices in 544 locations and a total of 1,311 employees. It administers $42 billion in assets across its 140,407 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 132 charities and foundations. Of its 140,407 customer accounts, 17% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically depend on which services are offered. However, fee types 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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
James Havell Work History
James has been registered as a financial advisor for 1 years.*
Kestra Advisory Services LLC
Kestra Investment Services LLC
Tanager Wealth Management
Kestra Advisory Services, LLC
Raymond James & Associates
Wells Fargo
Adsyst Automation LTD
Handelsbanken Wealth Management
University Of Gloucestershire
St. Joseph'S College New York
Winstons Culinary Group
Binghamton University
Student Suffolk Community College
*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 James Havell 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
Richland, WA
Flagstaff, AZ
Lutherville Timonium, MD
Austin, TX
Charlotte, NC
Austin, TX
Austin, TX
Saint Paul, MN
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
