Advisor at Kestra Advisory
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Kestra Advisory
Location
Russelville, KY 42276
Credentials
Series 66
Industry experience
2 years
Kestra Advisory Services, LLC
2025 - Present (1 year)
Kestra Investment Services, LLC
2021 - Present (5 years)
Big Lots
2020 - 2021 (1 year)
Western Kentucky University
2019 - 2022 (3 years)
Chick-fil-A
2019 - 2019 (1 year)
Logan County Landscape Supply
2019 - 2019 (1 year)
First Southern National Bank
2018 - 2019 (1 year)
Dairy Queen
2016 - 2017 (1 year)
Russellville Independent School System
2013 - 2019 (6 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.
CFP®, Series 63, Series 66
Russellville, KY
Edward Jones
Series 66
Russellville, KY
Edward Jones
Series 66
Russellville, KY
Edward Jones
CFA®
Olmstead, KY
Stewardship Partners Investment Counsel, Inc.
Series 66
Auburn, KY
TAVCO Financial Advisory, Inc
Series 63, Series 66
Russellville, KY
U.S. Bancorp Advisors, LLC
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