Brian
Grant
Kestra Advisory Services, LLC
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About this Advisor
Brian Grant is a certified financial planner and chartered financial consultant working out of Glenside, Pennsylvania with 7 years of industry experience. Grant is currently employed by Kestra Advisory Services, LLC. Over the course of their career, they have held roles at Nfp Securities, Inc, Kestra Advisory Services, LLC, Kestra Investment Services, LLC and Equity Services, Inc. Grant has a Series 63 license, qualifying them as a securities representative, and is registered to serve investors in Pennsylvania. Kestra Advisory Services, LLC is a registered investment firm operating out of Austin, TX. The company has offices in 544 locations and a total of 1,311 financial advisors. It administers $42 billion in assets among its 140,407 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 132 charitable organizations. Of its 140,407 customer accounts, 17% are associated with high-net-worth investors who have more than $1 million in investable assets. Kestra Advisory Services, LLC provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees typically vary depending on which service is offered. However, fees charged by Kestra Advisory Services, LLC most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
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
Brian Grant Work History
Brian has been registered as a financial advisor for 7 years.*
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Equity Services, Inc
Nfp Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Grant 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
Westport, CT
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Mount Pleasant, SC
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
