Kevin
Grant

Kestra Advisory Services, LLC

CRD#1973491
Investment Advisor
in Dallas, TX
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About this Advisor

Kevin Grant is a certified financial planner whose office is in Dallas, Texas. Currently an advisor with Kestra Advisory Services, LLC, they have gathered 20 years of practice in the financial advisory industry. Grant maintains a Series 63 license, which qualifies them as a securities representative. Grant can work with investors in Texas. Over the course of their career, Grant has held roles at Higginbotham & Associates, Inc, Lincoln Financial Securities Corporation, Higginbotham Executive Benefits, LLC (156241), Financial Telesis Inc, Nfp Securities Inc and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is based out of Dallas, Texas, and operates out of 513 other locations in the United States. In total, Kestra Advisory Services, LLC oversees $20 billion in assets throughout 75,277 accounts and employs more than 1,231 people. The amount of assets the firm manages makes it one of the biggest firms in the nation. 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 advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Kestra Advisory Services, LLC provides financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

20 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

Yes

Office Location

12720 Hillcrest Rd. Suite 450
Dallas, TX 75230

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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

Kevin Grant Work History

Kevin has 20 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2011 - Present (8 years)

Higginbotham Executive Benefits, LLC (156241)

1998 - Present (21 years)

Higginbotham & Associates, Inc

2014 - 2016 (2 years)

Nfp Securities Inc

2012 - 2014 (2 years)

Financial Telesis Inc

2008 - 2011 (3 years)

Lincoln Financial Securities Corporation

Disclosures

Kevin Grant has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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