James
Lagrone

Kestra Advisory Services, LLC

CRD#2674048
Investment Advisor
in Austin, TX

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About this Advisor

James Lagrone is a financial advisor operating in Austin, Texas who has 6 years of relevant experience. Lagrone works at Kestra Advisory Services, LLC. The advisor has gained experience at Wintergreen Financial Services, Inc, James R. La Grone, Santos, Postal & Company, Pc, Nfp Securities Inc, Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Lagrone has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Kestra Advisory Services, LLC is an advisory business that has its headquarters in Austin, TX. It has offices in 544 locations and a total of 1,311 financial advisors. It oversees $42 billion in assets under management among its 140,407 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 132 charities and foundations. Of its 140,407 client accounts, 17% belong to high-net-worth investors who have more than $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 fee schedules largely depend on which services are provided. However, fee types billed by Kestra Advisory Services, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

James Lagrone Work History

James has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Kestra Advisory Services, LLC

2010 - Present (14 years)

Kestra Investment Services, LLC

2003 - Present (21 years)

Santos, Postal & Company, Pc

1998 - Present (26 years)

Wintergreen Financial Services, Inc

1997 - Present (27 years)

James R. La Grone

2010 - 2016 (6 years)

Nfp Securities 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 James Lagrone 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

Jennifer Nelson
Austin, TX
Jeffery Seitz
Richland, WA
Marissa Griebel
Austin, TX
Nicole Simon
Austin, TX
Charles Campbell
Charlotte, NC
Eric Crawford
Austin, TX
Jacob Rinvelt
Grand Rapids, MI
Adam Murray
Lutherville Timonium, MD

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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