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Lynn Cooper Faust

Kestra Private Wealth Services, LLC

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About Lynn Cooper Faust

Lynn Faust is a financial advisor with over 40 years of experience in the financial services industry. Lynn has a wide range of experience, including working with insurance companies, charitable organizations, high-net-worth individuals, and pension and profit-sharing plans. Lynn is currently a registered representative with Kestra Private Wealth Services, LLC and Kestra Advisory Services LLC. Lynn holds a variety of licenses and certifications, including the Series 7, Series 6, Series 63, Series 65, and Series 31 exams. Lynn is also a registered investment advisor in South Carolina and Texas. Lynn provides a variety of financial services, including financial planning, portfolio management, and pension consulting.

Firm Information

Lynn Faust is currently registered with Kestra Private Wealth Services, LLC. Kestra Private Wealth Services, LLC is an independent wealth management firm headquartered in Austin, TX. The firm offers financial planning, portfolio management for individuals and businesses, and pension consulting services. They manage over $7.3 billion in assets for individuals, corporations, charitable organizations, insurance companies, and pension plans. Kestra Private Wealth Services has over 150 financial advisors and investment professionals who provide customized wealth management solutions to help clients achieve their financial goals.
Kestra Private Wealth Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$7.30B

Assets Under Management

95

Total Clients

170

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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Lynn Faust’s Registration & Firm History

SC

11/13/2024 - Present

Kestra Private Wealth Services, LLC (Greenville SC)

SC

03/28/1988 - 11/09/2018

RAYMOND JAMES & ASSOCIATES, INC. (GREER SC)

NA

09/16/1982 - 04/05/1988

PAINEWEBBER INCORPORATED

NA

04/20/1981 - 10/05/1982

WADDELL & REED, INC.

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Licenses & Designations

IA

Issued 04/22/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/28/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/20/1996

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 11/20/1982

Series 7 - General Securities Representative Examination

BC

Issued 07/12/1982

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 04/16/1981

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BZX Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are 6 public disclosures for Lynn Cooper Faust. Review regulatory record here.
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