Advisor at Kestra Private Wealth Services, LLC
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 Private Wealth Services, LLC
Location
Cordele, GA 31015
Credentials
Series 63, Series 65
Industry experience
42 years
Financial planning and consulting fees may be charged on a flat fee basis, negotiated individually
$0 - $1,999,999: Up to 2.5% (negotiable, maximum) $2,000,000 - $4,999,999: Up to 1.25% (maximum) $5,000,000 - $9,999,999: Up to 1.00% (maximum) $10,000,000 - $24,999,999: Up to 0.75% (maximum) $25,000,000+: Up to 0.50% (maximum)
Commission-based compensation available through affiliated broker-dealer Kestra IS for securities transactions and insurance products
Financial planning and consulting fees may be charged on an hourly basis, specific rates negotiated
Account minimum: $5,000 for Horizon Platform, $10,000 for AdvisorChoice Platform (minimums may be waived at discretion) Minimum fee: Minimum account fees: $60 for APM-Tickets accounts, $95 for APM-Wrap accounts, $75 for Fund Strategist Portfolio and Separately Managed Accounts, $350 for Unified Managed Accounts Fee-only: Advisory fees up to 2.5% AUM, negotiable; also flat fees and hourly rates for financial planning and consulting
Kestra Private Wealth Services, LLC
2023 - Present (3 years)
Kestra Investment Services, LLC
2023 - Present (3 years)
Edward D. Jones & CO., L.P.
1995 - 2023 (28 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
Cordele, GA
Edward Jones
Series 66
Cordele, GA
Edward Jones
Series 66
Cordele, GA
LVZ, Inc.
Series 63, Series 66
Cordele, GA
Kestra Private Wealth Services, LLC
CFP®, ChFC®, Series 66
Cordele, GA
Edward Jones
Series 66
Cordele, GA
Edward Jones
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