Kenneth
Hungate

Kestra Advisory Services, LLC

CRD#837604
Investment Advisor
in Austin, TX
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About this Advisor

Kenneth Hungate is an advisor who works in Austin, Texas. Currently an advisor with Kestra Advisory Services, LLC, they have gathered 10 years of professional experience. Hungate has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Hungate can work with investors based out of North Carolina. Their career trajectory has included roles at New England Securities, Nrp Financial, Inc, Nrp Advisors, Inc, Nfp Advisor Services and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is headquartered in Austin, Texas, and operates out of 513 other locations in the nation. As a company, Kestra Advisory Services, LLC manages $20 billion in assets dispersed across 75,277 client accounts and employs more than 1,231 people. The firm's total assets under management places it among the biggest firms in the United States. The firm manages 53,194 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 12% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Kestra Advisory Services, LLC can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

10 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

Disclosures

No

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

$21,745,932,849

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

1,291

TX Average: 49
Total Number of Accounts

81,360

TX Average: 2,315
Average Account Size

$267,280

TX Average: $1,314,358

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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

Kenneth Hungate Work History

Kenneth has 10 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2010 - 2016 (6 years)

Nfp Advisor Services

2009 - 2010 (1 years)

Nrp Financial, Inc

2009 - 2010 (1 years)

Nrp Advisors, Inc

2008 - 2009 (1 years)

New England Securities

Disclosures

Kenneth Hungate has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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