Elizabeth
Hand

Kestra Advisory Services, LLC

CRD#5832374
Investment Advisor
in Canton, OH

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About this Advisor

Elizabeth Hand is a certified financial planner operating out of Canton, Ohio, who has 4 years of industry experience. Hand works at Kestra Advisory Services, LLC. The advisor has gained experience at The O.N Equity Sales Company, Pleasant Wealth LLC, Hummel Wealth Management, LLC, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Hand holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Ohio. Kestra Advisory Services, LLC is an advisory business based out of Austin, TX. It has offices in 544 locations and a total of 1,311 people on staff. It administers $42 billion in total assets among its 140,407 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 132 charities and foundations. Of its 140,407 customer accounts, 17% are associated with high-net-worth clients who have at least $1 million in assets. Kestra Advisory Services, LLC performs a number of services, such as 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 largely vary depending on which services the firm provides the client. Fees charged by Kestra Advisory Services, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 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

720 Mckinley Ave Nw
Canton, OH 44703

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

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

1,311

OH Average: 49
Total Number of Accounts

140,407

OH Average: 2,315
Average Account Size

$297,671

OH 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

Elizabeth Hand Work History

Elizabeth has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Kestra Investment Services, LLC

2019 - Present (5 years)

Kestra Advisory Services, LLC

2010 - Present (14 years)

Pleasant Wealth LLC

2010 - 2019 (9 years)

The O.N Equity Sales Company

2010 - 2019 (9 years)

Hummel Wealth Management, LLC

*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 Elizabeth Hand 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

Jessica Thompson
Lincoln, NE
Brendan Duggan
Phoenix, AZ
Jacob Kogler
Saint Paul, MN
Clinton Miller
Canton, OH
Jacob Rinvelt
Grand Rapids, MI
Jennifer Nelson
Austin, TX
Holly Lovell
Cushing, TX
Garrett Frey
Pittsburgh, PA

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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