Henry
Conkle

Kestra Advisory Services, LLC

CRD#1401115
Investment Advisor
in Austin, TX

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About this Advisor

Henry Conkle is a financial advisor based in Austin, Texas, working with Kestra Advisory Services, LLC. Henry has previously held positions at Compass Bank, Bbva Securities Inc, Bbva Wealth Solutions Inc, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Allstate Insurance Company, Texas Association Of Sports Officials, Kestra Investment Services, LLC, and Kestra Advisory Services, LLC. Henry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Henry is part of Kestra Advisory Services, LLC, which operates out of Austin, Texas. The firm has 544 offices and 1,266 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

$48,324,319,629

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

1,266

TX Average: 49
Total Number of Accounts

140,425

TX Average: 2,315
Average Account Size

$344,129

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

Henry Conkle Work History

2021 - Present (3 years)

Kestra Investment Services, LLC

2021 - Present (3 years)

Kestra Advisory Services, LLC

2019 - 2021 (2 years)

Texas Association Of Sports Officials

2018 - 2021 (3 years)

Allstate Insurance Company

2017 - 2018 (1 year)

Mml Investors Services, LLC

2016 - 2018 (2 years)

Massachusetts Mutual Life Insurance Company

2015 - 2017 (2 years)

Metlife Securities Inc

2014 - 2015 (1 year)

Compass Bank

2014 - 2015 (1 year)

Bbva Securities Inc

2014 - 2015 (1 year)

Bbva Wealth Solutions Inc

Disclosures

Please visit the SEC profile of Henry Conkle 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

Matthew Douglas
Austin, TX
Christy Trudeau
Austin, TX
Paul Rogers
Mckinney, TX
Joseph Kamon
Pittsburgh, PA
Nicholas Castricone
Willowbrook, IL
Jaclyn Martin
Pittsburgh, PA
Phoenix Suskin
South Burlington, VT
Laura Sendldorfer
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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