Kestra Advisory Services, LLC
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About this Advisor
Charles Dobson is a certified financial planner and chartered financial analyst operating out of Charlotte, North Carolina, who has 18 years of professional experience. Dobson currently works for Kestra Advisory Services, LLC. The advisor has gained experience at Park Avenue Securities, LLC, Guardian Life Insurance Company, Park Avenue Securities, Cobent Global, Hewitt Financial Services LLC, Aon Hewitt Financial Advisors LLC, 3A Financial Group LLC, Mercer and Mmc Securities Corp. Dobson maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in North Carolina. Kestra Advisory Services, LLC is a financial advisory company headquartered in Charlotte, North Carolina. The investment advisory business has offices in 513 locations and a total of 1,231 financial advisors. It administers $20 billion in assets under management across its 75,277 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 84 charitable organizations. Of its 75,277 customer accounts, just 12% are held by high-net-worth clients who have at least $1 million in assets. Kestra Advisory Services, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees charged by Kestra Advisory Services, LLC can be comprised of 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
Charles Dobson Work History
Charles has 18 years of experience.
Mmc Securities Corp
3A Financial Group LLC
Park Avenue Securities
Hewitt Financial Services LLC
Aon Hewitt Financial Advisors LLC
Park Avenue Securities, LLC
Guardian Life Insurance Company
Charles Dobson has no disclosures.
Please visit their SEC profile for more details.