Kestra Advisory Services, LLC
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About this Advisor
Denise Leddy is a certified financial planner who lives in Charlotte, North Carolina. Currently an advisor at Kestra Advisory Services, LLC, Leddy has 14 years of experience in the financial advisory industry. Leddy holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Leddy is able to operate based out of North Carolina. Throughout their career, Leddy has worked at Kestra Financial Services, Inc and Nfp Securities, Inc. Kestra Advisory Services, LLC is headquartered in Charlotte, North Carolina, and has 513 brick-and-mortar locations throughout the nation. As an advisory firm, Kestra Advisory Services, LLC oversees $20 billion in assets across 75,277 accounts and employs more than 1,231 people. The firm's total assets under management places it among the largest investment advisory firms in the nation. The firm manages 53,194 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 12% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Kestra Advisory Services, LLC provides financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients 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
Denise Leddy Work History
Denise has 14 years of experience.
Kestra Financial Services, Inc
Nfp Securities, Inc
Denise Leddy has disclosures.
Please visit their SEC profile for more details.