Grayson
Palmer
Kestra Advisory Services, LLC
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About this Advisor
Grayson Palmer is a certified financial planner operating out of Waco, Texas, who has 3 years of industry experience. Palmer is an employee of Kestra Advisory Services, LLC. Throughout their career, they have worked at Nfp Advisor Services, LLC, 3 Forks Ranch, Student, Kestra Investment Services, LLC - Ap, Jim Morrison Financial and Kestra Advisory Services, LLC. Palmer holds a Series 63 license, certifying them as a securities agent, and can operate in Texas. Kestra Advisory Services, LLC is a company operating out of Austin, TX. The firm has offices in 544 locations and a total of 1,311 employees. It has $42 billion in assets under management across its 140,407 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 132 charitable organizations. Of its 140,407 customer accounts, 17% are associated with high-net-worth clients who have at least $1 million in assets. The company offers 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. Fees for financial management depend on which services are offered. Fees billed by Kestra Advisory Services, LLC likely 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
Grayson Palmer Work History
Grayson has been registered as a financial advisor for 3 years.*
Kestra Advisory Services, LLC
Jim Morrison Financial
Kestra Investment Services, LLC - Ap
Kestra Investment Services, LLC - Ap
Nfp Advisor Services, LLC
3 Forks Ranch
Student
*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 Grayson Palmer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
