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Gregory Eugene Bennington

Kestra Advisory Services, LLC

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About Gregory Eugene Bennington

Gregory Bennington is an Investment Advisor Representative with Kestra Advisory Services, LLC. Gregory has been in the industry since August 8, 1997, working with clients on investment advisory services. Gregory is registered with the state of Indiana as an Investment Advisor Representative and has been a registered representative for a number of years. Gregory also holds a Series 7 license, a Series 63 license, and a Series 65 license.

Firm Information

Gregory Bennington is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gregory Bennington’s Registration & Firm History

IN

04/20/2016 - Present

Kestra Advisory Services, LLC (NEW ALBANY IN)

IN

11/29/2005 - 09/13/2007

NFP SECURITIES, INC. (NORTH SALEM IN)

CA

06/20/2003 - 09/23/2005

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

CA

05/01/2002 - 06/30/2003

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NY

01/18/2000 - 03/27/2001

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

12/07/1995 - 01/25/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/22/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/19/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gregory Eugene Bennington. Review regulatory record here.
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