Brannon
Lambert

Kestra Advisory Services, LLC

CRD#4436689
Investment Advisor
in Raleigh, NC
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About this Advisor

Brannon Lambert is a certified financial planner who lives in Raleigh, North Carolina. Currently a registered financial advisor with Kestra Advisory Services, LLC, they have accrued 10 years of professional experience in the financial advisory industry. Lambert maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Lambert can advise investors based out of North Carolina. Over the course of their career, Lambert has held roles at Kestra Financial Services, Inc, Td Ameritrade Inc and Nfp Advisor Services. Kestra Advisory Services, LLC is headquartered in Raleigh, North Carolina, and has 513 offices in the country. In aggregate, Kestra Advisory Services, LLC oversees $20 billion in assets throughout 75,277 client accounts and retains more than 1,231 people. The amount of assets the firm manages places it among the largest investment advisory firms in the nation. The firm manages 53,194 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 12% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Kestra Advisory Services, LLC can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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

Disclosures

Yes

Office Location

4900 Winterlochen Road
Raleigh, NC 27603

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

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

1,291

NC Average: 49
Total Number of Accounts

81,360

NC Average: 2,315
Average Account Size

$267,280

NC Average: $1,314,358

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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

Brannon Lambert Work History

Brannon has 10 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2015 - 2016 (1 year)

Nfp Advisor Services

2008 - 2015 (7 years)

Td Ameritrade Inc

Disclosures

Brannon Lambert has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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