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Kelsey Daugherty

Kestra Advisory Services, LLC

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About Kelsey Daugherty

Kelsey Daugherty is an Investment Advisor Representative associated with Kestra Advisory Services, LLC. Kelsey is registered with the state of Virginia. Kelsey's professional experience includes prior roles at Goldman Sachs & Co. LLC and Ashwood Financial Partners. Kelsey Daugherty has a Series 63, Series 65, Series 3, and Series 7TO license(s). Kelsey Daugherty is also licensed as a Registered Representative through Kestra Investment Services.

Firm Information

Kelsey Daugherty 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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Kelsey Daugherty’s Registration & Firm History

VA

06/03/2024 - Present

Kestra Advisory Services, LLC (Richmond VA)

DC

10/16/2020 - 05/12/2022

GOLDMAN SACHS & CO. LLC (WASHINGTON DC)

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Licenses & Designations

IA

Issued 05/30/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/28/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/22/2020

Series 3 - National Commodity Futures Examination

BC

Issued 10/15/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/30/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelsey Daugherty.
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