Douglas
Matthews

Kestra Advisory Services, LLC

CRD#1279921
Investment Advisor
in Austin, TX
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About this Advisor

Douglas Matthews is an advisor who works in Austin, Texas. Currently a registered advisor with Kestra Advisory Services, LLC, Matthews has 10 years of professional experience as an investment advisor. Matthews has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Matthews is registered to work with investors in Ohio. Their career trajectory has included roles at Firstmerit Bank, N.A, Firstmerit Financial Services, Lpl Financial LLC, Kestra Financial, Inc and Benesys, Inc. Kestra Advisory Services, LLC is headquartered in Austin, Texas, and operates out of 513 additional offices in the country. Overall, Kestra Advisory Services, LLC manages $20 billion in assets throughout 75,277 accounts and employs more than 1,231 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the nation. The firm manages 53,194 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 12% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Kestra Advisory Services, LLC provides 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, Series 65

Years of Experience

10 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

Douglas Matthews Work History

Douglas has 10 years of experience.

2018 - Present (1 years)

Kestra Financial, Inc

2014 - 2017 (3 years)

Benesys, Inc

2013 - 2013 (0 years)

Firstmerit Financial Services

2013 - 2014 (1 years)

Lpl Financial LLC

2010 - 2011 (1 years)

Firstmerit Financial Services

2008 - 2014 (6 years)

Firstmerit Bank, N.A

Disclosures

Douglas Matthews has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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