Doher
Ferris

Kestra Advisory Services, LLC

CRD#2929983
Investment Advisor
in Austin, TX
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About this Advisor

Doher Ferris is a financial advisor who works out of Austin, Texas, with 18 years of professional experience. Ferris currently works for Kestra Advisory Services, LLC. During their career, the advisor has held roles at National Life Of Vermont, Equity Services Inc, Kestra Financial and Williams Financal Group. Ferris holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Delaware. Kestra Advisory Services, LLC is a company that has its headquarters in Austin, Texas. It has offices in 513 locations and a total of 1,231 financial advisors. It handles $20 billion in assets between its 75,277 accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advisory services to 84 charities and foundations. Of its 75,277 accounts, just 12% are associated with high-net-worth clients who have more than $1 million in assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on which services are offered. However, fees billed by Kestra Advisory Services, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

5707 Southwest Parkway Building 2, Suite 400
Austin, TX 78735

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$20,417,813,140

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

1,231

TX Average: 49
Total Number of Accounts

75,277

TX Average: 2,315
Average Account Size

$271,236

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Doher Ferris Work History

Doher has 18 years of experience.

2017 - Present (2 years)

Kestra Financial

2011 - 2017 (6 years)

Williams Financal Group

2003 - 2011 (8 years)

Equity Services Inc

2000 - 2011 (11 years)

National Life Of Vermont

Disclosures

Doher Ferris has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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