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Patrick Williams

Kestra Advisory Services, LLC
41 Years of Experience
Palm Beach Gardens, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Patrick Williams is a registered investment advisor at Kestra Advisory Services, LLC, based in Palm Beach Gardens, FL, with 41 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4440 Pga Blvd, #600, Palm Beach Gardens, FL, 33410

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Patrick is involved in several business activities, including serving as an Investment Advisor Representative with Kestra Advisory Services, LLC, and President of Global PNF, Inc., which conducts insurance and investment advisory services. He also dedicates about half his time to OneVision Analytics, LLC as a consultant/president and a few hours per week to Fiduciary in a Box as a co-founder.

Employment History
Current Registrations
Kestra Advisory Services, LLC
May 2018 - Present · 8 yrs 5 mos
Kestra Investment Services, LLC
January 2006 - Present · 20 yrs 9 mos
Kestra Investment Services, LLCBroker
January 2006 - Present · 20 yrs 9 mos
Previous Registrations
Ing Financial Partners, INC.Broker
December 2002 - December 2005 · 3 yrs
Securian Financial Services, INC.Broker
August 1990 - December 2002 · 12 yrs 4 mos
C.R.I. Securities, INC.Broker
September 1988 - December 2002 · 14 yrs 3 mos
Consolidated Resources, INC.Broker
September 1985 - September 1988 · 3 yrs
State Registrations7 states
CAFLMIMNNHOHTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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