Brandon
Kee

Kestra Advisory Services, LLC

CRD#6176634
Investment Advisor
in Austin, TX

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About this Advisor

Brandon Kee is a financial advisor based out of Austin, Texas, with 7 years of relevant experience. Kee works at Kestra Advisory Services, LLC. Throughout their career, Kee has worked at Nfp Securities, Inc, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Kee has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Kestra Advisory Services, LLC is a financial advisory company headquartered in Austin, TX. It has offices in 544 locations and a total of 1,311 financial advisors. It oversees $42 billion in assets between its 140,407 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 132 charitable organizations. Of its 140,407 accounts, 17% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically are based on the type of financial services provided. Fee types billed by Kestra Advisory Services, LLC can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

7 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

Office Location

1250 Capital Of Texas Hwy S. #2-125
Austin, TX 78746

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

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

1,311

TX Average: 49
Total Number of Accounts

140,407

TX Average: 2,315
Average Account Size

$297,671

TX 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

Brandon Kee Work History

Brandon has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Kestra Advisory Services, LLC

2013 - Present (11 years)

Kestra Investment Services, LLC

2013 - 2016 (3 years)

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 Brandon Kee 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

Clinton Miller
Canton, OH
Yehuda Gross
Boca Raton, FL
Jacob Kogler
Saint Paul, MN
Adam Murray
Lutherville Timonium, MD
Holly Lovell
Cushing, TX
Marissa Griebel
Austin, TX
Jacob Rinvelt
Grand Rapids, MI
Stanton Wheeler
Saint Augustine, FL

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.

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