Scott
Cohen

Kestra Advisory Services, LLC

CRD#2400506
Investment Advisor
in Dallas, TX
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About this Advisor

Scott Cohen is a certified financial planner located in Dallas, Texas. Currently a registered advisor at Kestra Advisory Services, LLC, they have gathered 15 years of experience in the financial advisory industry. Cohen has Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Cohen is registered to advise investors in Texas. Their career trajectory has included roles at Nfp Advisor Services and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is headquartered in Dallas, Texas, and operates out of 513 other brick-and-mortar locations in the United States. As a registered advisory firm, Kestra Advisory Services, LLC oversees $20 billion in assets throughout 75,277 client accounts and retains more than 1,231 people. The firm's total assets under management makes it one of the largest financial advisory 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 investment firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Kestra Advisory Services, LLC offers 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, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

6200 Lbj Fwy Suite 200A
Dallas, TX 75240

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$20,417,813,140

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

1,231

TX Average: 49
Total Number of Accounts

75,277

TX Average: 2,315
Average Account Size

$271,236

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Scott Cohen Work History

Scott has 15 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2003 - 2016 (13 years)

Nfp Advisor Services

Disclosures

Scott Cohen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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