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Henry Raymond Conkle

Kestra Advisory Services, LLC

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About Henry Raymond Conkle

Henry Raymond Conkle is an Investment Advisor Representative at Kestra Advisory Services, LLC. Henry is a registered representative in Texas, with an active license to provide investment advice. Henry has been in the financial services industry since March 1994, working with a variety of clients, including individuals, businesses, pension and profit-sharing plans, corporations, and charitable organizations. Henry offers financial planning, portfolio management, and selection of other advisors.

Firm Information

Henry Conkle 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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Henry Conkle’s Registration & Firm History

TX

08/27/2021 - Present

Kestra Advisory Services, LLC (AUSTIN TX)

TX

09/11/2018 - 08/27/2021

ALLSTATE FINANCIAL SERVICES, LLC (AUSTIN TX)

TX

03/25/2017 - 09/07/2018

MML INVESTORS SERVICES, LLC (AUSTIN TX)

TX

07/21/2015 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (AUSTIN TX)

TX

04/29/2014 - 07/08/2015

BBVA SECURITIES INC. (AUSTIN TX)

TX

07/06/2012 - 01/02/2014

U.S. GLOBAL BROKERAGE, INC. (SAN ANTONIO TX)

IL

06/15/2009 - 06/01/2012

GUGGENHEIM FUNDS DISTRIBUTORS, LLC (CHICAGO IL)

MA

05/21/2008 - 02/18/2009

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

CT

06/01/2006 - 05/12/2008

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)

IL

10/04/2002 - 06/01/2006

ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)

IL

07/09/2002 - 10/04/2002

AFD, INC. (NORTHBROOK IL)

NY

05/03/2001 - 07/11/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

OH

04/06/2000 - 07/31/2000

TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)

NY

03/02/1999 - 06/08/1999

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

IL

10/09/1991 - 01/23/1997

JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)

NY

11/03/1989 - 07/19/1991

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

NY

05/15/1989 - 09/09/1989

PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/12/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/07/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Henry Raymond Conkle. Review regulatory record here.
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