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Robert L Bush

Kestra Advisory Services, LLC

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About Robert L Bush

Robert L. Bush is an investment advisor representative with Kestra Advisory Services, LLC. Robert has been in the industry since 1970 and is registered in 15 states, including New Jersey, South Carolina, and Texas. Robert has a wide range of experience, including working with individuals, corporations, and pension plans. He is also a Chartered Financial Consultant.

Firm Information

Robert Bush 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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Robert Bush’s Registration & Firm History

NJ

08/24/2023 - Present

Kestra Advisory Services, LLC (HILTON PLEASANTVILLEISLAND NJ)

CO

11/29/1996 - 06/14/2004

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

CT

03/15/1993 - 06/01/2004

WS GRIFFITH SECURITIES, INC. (HARTFORD CT)

CO

01/15/1985 - 11/29/1996

THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)

CT

01/27/1971 - 03/15/1993

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

NA

02/09/1970 - 03/26/1971

C. H. WAGNER & CO., INC.

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Licenses & Designations

BC

Issued 07/09/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/1969

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Robert L Bush. Review regulatory record here.
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