George
Veazey

Kestra Advisory Services, LLC

CRD#733847
Investment Advisor
in Oklahoma City, OK

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About this Advisor

George Veazey is a financial advisor based in Oklahoma City, Oklahoma, working with Kestra Advisory Services, LLC. George has previously held positions at Aig Financial Distributors, Kestra Investment Services, LLC, and Kestra Advisory Services, LLC. George has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma and Texas. Currently, George is part of Kestra Advisory Services, LLC, which operates out of Oklahoma City, Oklahoma. The firm has 544 offices and 1,266 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

Office Location

12436 St. Andrews Dr.
Oklahoma City, OK 73120

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$48,324,319,629

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

1,266

OK Average: 49
Total Number of Accounts

140,425

OK Average: 2,315
Average Account Size

$344,129

OK Average: $1,314,358

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

George Veazey Work History

2017 - Present (7 years)

Kestra Investment Services, LLC

2017 - Present (7 years)

Kestra Advisory Services, LLC

2007 - 2015 (8 years)

Aig Financial Distributors

Disclosures

Please visit the SEC profile of George Veazey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kestra Advisory Services, LLC

Paul Rogers
Mckinney, TX
Matthew Douglas
Austin, TX
Jeffrey Lown
Austin, TX
Noah Gonzalez
Austin, TX
Nicholas Castricone
Willowbrook, IL
Jaclyn Martin
Pittsburgh, PA
Phoenix Suskin
South Burlington, VT
Laura Sendldorfer
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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