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Patrick Ghosh

Kestra Advisory Services, LLC

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About Patrick Ghosh

Patrick Ghosh is a financial advisor with Kestra Advisory Services, LLC, based in Marietta, GA. Patrick is an active Investment Advisor Representative (IAR) and has been in the financial services industry for over 10 years. He holds Series 7 and Series 63 securities licenses and Series 65 investment advisor licenses. Patrick’s previous experience includes working with Purshe Kaplan Sterling Investments in Atlanta, GA.

Firm Information

Patrick Ghosh 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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Patrick Ghosh’s Registration & Firm History

GA

11/16/2023 - Present

Kestra Advisory Services, LLC (Marietta GA)

GA

06/27/2014 - 10/21/2016

PURSHE KAPLAN STERLING INVESTMENTS (ATLANTA GA)

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Licenses & Designations

IA

Issued 07/09/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/11/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/21/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Ghosh.
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