Advisor at Kestra Private Wealth Services, LLC
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Firm
Kestra Private Wealth Services, LLC
Location
Blackshear, GA 31516
Credentials
Series 66
Industry experience
7 years
Adam Tolle is a financial advisor at Kestra Private Wealth Services, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at Avantax Investment Services, Inc. and 1st Global Advisors, Inc. Outside of his advisory role, he serves as Chairman of the Clinch County Board of Assessors and holds leadership positions with local nonprofit organizations, including President and Treasurer of the Clinch County Lions Club. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning services, supporting advisor discretion while providing access to in-house and third-party solutions.
Based on Kestra Private Wealth Services, LLC
Based on Kestra Private Wealth Services, LLC
Financial planning and consulting fees may be negotiated flat fees (specific amounts not disclosed).
Advisors may be registered representatives of affiliated broker-dealer Kestra IS and receive commissions on securities sales.
Hourly fees for financial planning and consulting services (specific rates not disclosed).
Subscription fees charged monthly, quarterly, or semi-annually for financial planning and consulting services (specific amounts not disclosed).
Account minimum: $10,000 (minimum account size for AdvisorChoice platform, waivable at discretion) Minimum fee: Minimum account fees of $60 for APM-Tickets, $95 for APM-Wrap, $75 for FSP and SMA, and $350 for UMA accounts. Fee-only: Financial planning and consulting fees charged on hourly basis, percentage of assets, or negotiated flat fee; subscription fees billed monthly, quarterly, or semi-annually.
102 Lee Ave
Blackshear, GA 31516
Georgia
Kestra Advisory
2023 - Present (3 years)
Kestra Investment Services, LLC
2023 - Present (3 years)
Avantax Investment Services, Inc.
2019 - 2023 (4 years)
Avantax Advisory Services
2019 - 2023 (4 years)
1st Global Advisors, Inc
2018 - 2019 (1 year)
1 St Global Capital, Corp.
2018 - 2019 (1 year)
BYRT CPAs, LLC
2012 - 2023 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Waycross, GA
Cape Investment Advisory, Inc.
Series 66
Blackshear, GA
Kestra Private Wealth Services, LLC
Series 66
Waycross, GA
Kestra Private Wealth Services, LLC
Series 63, Series 65
Blackshear, GA
Kestra Private Wealth Services, LLC
Series 66
Waycross, GA
LPL Financial
CFP®, Series 63, Series 66
Waycross, GA
Edward Jones
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