Kestra Advisory Services, LLC
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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
Years of Experience
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Kestra Advisory Services, LLC Brokerage Details
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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
Doher Ferris Work History
Doher has 18 years of experience.
Williams Financal Group
Equity Services Inc
National Life Of Vermont
Doher Ferris has disclosures.
Please visit their SEC profile for more details.