Kenneth
Morris
Kestra Advisory Services, LLC
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About this Advisor
Kenneth Morris is a chartered financial consultant based out of Austin, Texas with 1 year of industry experience. Morris is on the advisory team at Kestra Advisory Services, LLC. The advisor has gained experience at Invest Financial Corporation, Lpl Financial LLC, Kestra Investment Services LLC and Kestra Advisory Services LLC. Morris maintains a Series 63 license, certifying them as a securities representative, and is registered to serve investors in Michigan. Kestra Advisory Services, LLC is an advisory company headquartered in Austin, TX. The firm has offices in 544 locations and a total of 1,311 employees. It oversees $42 billion in assets across its 140,407 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 132 charitable organizations. Of its 140,407 accounts, 17% are associated with high-net-worth individuals who have at least $1 million in assets. The company performs a wide range 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. Financial advisory fee schedules typically depend on which services are provided. However, fee types charged by Kestra Advisory Services, LLC may include 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$41,795,124,579
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,311
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
140,407
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$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
Kenneth Morris Work History
Kenneth has been registered as a financial advisor for 1 years.*
Kestra Investment Services LLC
Kestra Advisory Services LLC
Lpl Financial LLC
Invest Financial Corporation
*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 Kenneth Morris 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
Austin, TX
Richland, WA
Saint Paul, MN
Austin, TX
Saint Augustine, FL
Austin, TX
Austin, TX
Pittsburgh, PA
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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