Deborah
Graver

Kestra Advisory Services, LLC

CRD#2573876
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Deborah Graver is a certified financial planner located in Pittsburgh, Pennsylvania. Currently an advisor with Kestra Advisory Services, LLC, Graver has a notable 22 years of professional experience. Graver holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Graver can operate in Pennsylvania. During their career, Graver has held roles at Lpl Financial LLC (F/K/A Linsco/Private Ledger Corp.), The Fragasso Group, Inc, Fragasso Financial Advisors, Nfp Advisor Services, LLC, Signature Financial Planning and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is located in Pittsburgh, Pennsylvania, and operates out of 513 offices throughout the United States. As a registered investment advisory firm, Kestra Advisory Services, LLC oversees $20 billion in assets throughout 75,277 client accounts and retains more than 1,231 people. The amount of assets the firm manages places it among the biggest firms in the country. The firm manages 53,194 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 12% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. 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 may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

22 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

1301 Grandview Ave Ste. 300
Pittsburgh, PA 15211

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

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

1,291

PA Average: 49
Total Number of Accounts

81,360

PA Average: 2,315
Average Account Size

$267,280

PA 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

Deborah Graver Work History

Deborah has 22 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2015 - 2016 (1 years)

Nfp Advisor Services, LLC

2015 - Present (4 years)

Signature Financial Planning

2012 - 2014 (2 years)

Fragasso Financial Advisors

1998 - 2014 (16 years)

The Fragasso Group, Inc

1996 - 2014 (18 years)

Lpl Financial LLC (F/K/A Linsco/Private Ledger Corp.)

Disclosures

Deborah Graver has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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