Kenneth
Samuelson

Kestra Advisory Services, LLC

CRD#1141907
Investment Advisor
in Charlotte, NC
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About this Advisor

Kenneth Samuelson is a financial advisor whose office is in Charlotte, North Carolina. Currently a registered financial advisor at Kestra Advisory Services, LLC, Samuelson has a notable 24 years of work experience. Samuelson holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Samuelson can serve clients based out of North Carolina. Throughout their career, Samuelson has worked at The Morehead Group, Ifg/Russell Advisors, Inc, Kestra Investment Services, LLC and American Financial Management Group, LTD. Kestra Advisory Services, LLC is located in Charlotte, North Carolina, and has 513 additional brick-and-mortar locations across the country. As an advisor firm, Kestra Advisory Services, LLC manages $20 billion in assets across 75,277 accounts and employs more than 1,231 people. The amount of assets the firm manages places it among the largest firms in the nation. The firm manages 53,194 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 12% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Kestra Advisory Services, LLC can provide 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 63, Series 65, Chartered Financial Consultant

Years of Experience

24 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

No

Office Location

521 E. Morehead St Ste. 150
Charlotte, NC 28202

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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

Kenneth Samuelson Work History

Kenneth has 24 years of experience.

2000 - 2017 (17 years)

American Financial Management Group, LTD

1997 - Present (22 years)

Kestra Investment Services, LLC

1996 - 2017 (21 years)

Ifg/Russell Advisors, Inc

1994 - Present (25 years)

The Morehead Group

Disclosures

Kenneth Samuelson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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