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Philip Jordan Olstein

Kestra Advisory Services, LLC

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About Philip Jordan Olstein

Philip Jordan Olstein is a financial professional with over 39 years of experience in the industry. Philip is a Registered Representative and Investment Advisor Representative with Kestra Advisory Services, LLC. Philip holds multiple licenses including Series 6, 7, 63, and 65, and holds a Chartered Financial Consultant designation. Philip is also a co-owner of 3 Ocala Investments and an owner of an insurance agency. He has experience providing financial planning, portfolio management, and insurance services to individuals, businesses, and charitable organizations.

Firm Information

Philip Olstein 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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Philip Olstein’s Registration & Firm History

TX

02/06/2025 - Present

Kestra Advisory Services, LLC (AUSTIN TX)

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Licenses & Designations

IA

Issued 05/16/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/18/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/1988

Series 7 - General Securities Representative Examination

BC

Issued 10/02/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Philip Jordan Olstein. Review regulatory record here.
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