Griffin
Flinn

Kestra Advisory Services, LLC

CRD#6919417
Investment Advisor
in Austin, TX

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About this Advisor

Griffin Flinn is a financial advisor working in Austin, Texas who has 4 years of industry experience. Flinn currently works for Kestra Advisory Services, LLC. Over the course of their career, they have held roles at Cambrige Investment Research, Inc, Benedictine High School, University Of Georgia, Alpha Wealth Advisors, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Flinn holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Virginia. Kestra Advisory Services, LLC is a registered investment business operating out of Austin, TX. The investment advisory business has offices in 544 locations and a total of 1,311 people on staff. It administers $42 billion in assets across its 140,407 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 132 charitable organizations. Of its 140,407 client accounts, 17% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Kestra Advisory Services, LLC provides 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 charged by financial advisors largely are based on the financial services. Fee types charged by Kestra Advisory Services, LLC most likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

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

5707 Southwest Parkway Building 2, Suite 400
Austin, TX 78735

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

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

1,311

TX Average: 49
Total Number of Accounts

140,407

TX Average: 2,315
Average Account Size

$297,671

TX 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

Griffin Flinn Work History

Griffin 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

2017 - Present (7 years)

Alpha Wealth Advisors

2018 - 2019 (1 year)

Cambrige Investment Research, Inc

2017 - 2019 (2 years)

Cambrige Investment Research, Inc

2013 - 2017 (4 years)

University Of Georgia

2009 - 2013 (4 years)

Benedictine High School

*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 Griffin Flinn 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

Sarah Schnitzer
Austin, TX
Richard Liberante
Austin, TX
Paisley Jones
Austin, TX
Daniel Schwamb
Austin, TX
Stephen Bouslog
Princeton, IL
Joan Alexandre
Austin, TX
Jeffery Seitz
Richland, WA
Gary Ryberg
Austin, TX

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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