Kestra Advisory Services, LLC
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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
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
Kenneth Samuelson Work History
Kenneth has 24 years of experience.
Kestra Investment Services, LLC
The Morehead Group
American Financial Management Group, LTD
Ifg/Russell Advisors, Inc
Kenneth Samuelson has no disclosures.
Please visit their SEC profile for more details.