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Judy Ann Boston

Kestra Investment Services, LLC

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About Judy Ann Boston

Firm Information

Judy Boston is currently registered with Kestra Investment Services, LLC. KESTRA INVESTMENT SERVICES, LLC is a Limited Liability Company formed in 2014. The firm is registered with the SEC and in 53 states.
Kestra Investment Services, LLC

10200 Forest Green Blvd.

Louisville, KY 40223

Not reported

Assets Under Management

Not reported

Total Clients

302

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.

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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Judy Boston’s Registration & Firm History

KY

11/16/2018 - Present

Kestra Investment Services, LLC (Louisville KY)

KY

09/06/2006 - 11/26/2018

LPL FINANCIAL LLC (LOUISVILLE KY)

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Licenses & Designations

BC

Issued 12/18/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 9/5/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Judy Ann Boston. Review regulatory record here.
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