Scott
Purcell

Kestra Advisory Services, LLC

CRD#2441976
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Scott Purcell is an advisor whose office is in Pittsburgh, Pennsylvania. Currently a registered advisor with Kestra Advisory Services, LLC, Purcell has an impressive 25 years of practice in the financial advisory industry. Purcell has a Series 63 license, designating the advisor as a securities representative. Purcell can operate in Pennsylvania. The advisor has gained experience at Northwestern Mutual Life Ins Co, Nfp Securities, Inc and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is headquartered in Pittsburgh, Pennsylvania, and operates out of 513 other locations across the country. As an advisor firm, Kestra Advisory Services, LLC manages $20 billion in assets across 75,277 accounts and retains more than 1,231 people. The level of assets currently under the firm's management places it among the largest firms in the nation. The firm manages 53,194 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 12% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Kestra Advisory Services, LLC can offer 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, Chartered Financial Consultant

Years of Experience

25 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

One Gateway Center, 7 North
Pittsburgh, PA 15222

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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

Scott Purcell Work History

Scott has 25 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2005 - 2016 (11 years)

Nfp Securities, Inc

1993 - Present (26 years)

Northwestern Mutual Life Ins Co

Disclosures

Scott Purcell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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