Elizabeth
Haynes
Kestra Advisory Services, LLC
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About this Advisor
Elizabeth Haynes is a financial advisor working in Austin, Texas, with 1 year of industry experience. Haynes is currently employed by Kestra Advisory Services, LLC. Over the course of their career, Haynes has held roles at J.P. Morgan Retirement Plan Services LLC, J.P. Morgan Institutional Investments Inc, Umb Financial Services Inc, Edward Jones, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Haynes holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Missouri and Texas. Kestra Advisory Services, LLC is an advisory firm operating out of Austin, TX. The firm has offices in 544 locations and a total of 1,311 financial advisors. It manages $42 billion in total assets among its 140,407 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 132 charities and foundations. Of its 140,407 accounts, 17% are associated with high-net-worth investors who have more than $1 million in assets. Kestra Advisory Services, LLC performs a number 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 depend on which service is offered. However, fees billed by Kestra Advisory Services, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
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 Haynes Work History
Elizabeth has been registered as a financial advisor for 1 years.*
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Edward Jones
J.P. Morgan Retirement Plan Services LLC
J.P. Morgan Institutional Investments Inc
Umb Financial Services 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 Elizabeth Haynes 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
Saint Paul, MN
Austin, TX
Saint Augustine, FL
Austin, TX
Charlotte, NC
Cushing, TX
Paramus, NJ
Grand Rapids, MI
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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