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Katharine Perry

Kestra Advisory Services, LLC

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About Katharine Perry

Katharine Perry is an investment advisor representative with Kestra Advisory Services, LLC. Katharine has been in the financial services industry since 2014. Prior to joining Kestra Advisory Services, LLC, Katharine worked at Morgan Stanley and Fort Pitt Capital Group. Katharine holds the Series 7 and Series 66 licenses as well as the SIE exam. She is a Certified Financial Planner. Katharine is a board member of Junior Achievement of Western PA. Katharine provides financial planning services to individuals and businesses.

Firm Information

Katharine Perry 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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Katharine Perry’s Registration & Firm History

PA

07/09/2024 - Present

Kestra Advisory Services, LLC (Pittsburgh PA)

PA

02/27/2014 - 03/28/2016

MORGAN STANLEY (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 03/28/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/05/2024

SIE - Securities Industry Essentials Examination

BC

Issued 02/26/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katharine Perry.
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