Sally
Lieb

Kestra Advisory Services, LLC

CRD#1599468
Investment Advisor
in Austin, TX
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About this Advisor

Sally Lieb is a certified financial planner and chartered financial consultant working in Austin, Texas, with 21 years of financial industry experience. Lieb is an employee of Kestra Advisory Services, LLC. Their career trajectory has included roles at Sally A Brandt, Chfc, Nfp Advisor Services, LLC and Kestra Financial Services, Inc. Lieb holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Colorado. Kestra Advisory Services, LLC is a registered investment company that has its headquarters in Austin, Texas. The investment advisory business has offices in 513 locations and a total of 1,231 financial advisors. It manages $20 billion in assets under management between its 75,277 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 84 charitable organizations. Of its 75,277 client accounts, just 12% belong to high-net-worth individuals who have at least $1 million in investable assets. The company offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees largely vary depending on which services the firm provides the client. However, fee types billed by Kestra Advisory Services, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

21 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

Sally Lieb Work History

Sally has 21 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

1997 - Present (22 years)

Sally A Brandt, Chfc

2008 - 2016 (8 years)

Nfp Advisor Services, LLC

Disclosures

Sally Lieb has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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