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William Michael Coffey

Kestra Advisory Services, LLC

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About William Michael Coffey

William Coffey is a financial advisor at Kestra Advisory Services, LLC, a firm with over 140,000 accounts and $48 billion in assets under management. William provides a wide range of financial planning, investment management, and advisory services to individual, business, and institutional clients. William has been in the financial services industry since 1995 and has a broad range of experience, including working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc.

Firm Information

William Coffey 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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William Coffey’s Registration & Firm History

TX

10/03/2023 - Present

Kestra Advisory Services, LLC (AUSTIN TX)

MD

04/24/2009 - 09/10/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FREDERICK MD)

MD

02/21/2006 - 05/14/2009

CITIGROUP GLOBAL MARKETS INC. (GAITHERSBURG MD)

MD

07/17/1995 - 02/21/2006

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BC

Issued 12/28/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Michael Coffey. Review regulatory record here.
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