Kestra Advisory Services, LLC
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About this Advisor
Robert Davis is a certified financial planner working out of New York, New York, who has 10 years of work experience. Davis is an advisor for Kestra Advisory Services, LLC. Over the course of their career, they have held roles at Nfp Securities, Wealth Preservation Solutions, Krim Associates and Kestra Financial Services, Inc. Davis has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey. Kestra Advisory Services, LLC is an advisory company based out of New York, New York. The investment advisory business has offices in 513 locations and a total of 1,231 people on staff. It controls $20 billion in assets across its 75,277 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 84 charitable organizations. Of its 75,277 client accounts, just 12% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Kestra Advisory Services, LLC provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on which services are offered. However, fee types billed by Kestra Advisory Services, LLC can 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
Robert Davis Work History
Robert has 10 years of experience.
Kestra Financial Services, Inc
Wealth Preservation Solutions
Robert Davis has disclosures.
Please visit their SEC profile for more details.