Kestra Advisory Services, LLC
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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
Years of Experience
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Kestra Advisory Services, LLC Brokerage Details
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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.
Kestra Financial Services, Inc
Sally A Brandt, Chfc
Nfp Advisor Services, LLC
Sally Lieb has no disclosures.
Please visit their SEC profile for more details.