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Gary Sagarnaga

Kestra Advisory Services, LLC
40 Years of Experience
Bellaire, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
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Gary Sagarnaga is a registered investment advisor at Kestra Advisory Services, LLC, based in Bellaire, TX, with 40 years of industry experience. Gary 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

6750 W Loop S Suite 615, Bellaire, TX, 77401

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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.
Customer Dispute
December 2000
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gary works as an investment advisor representative (IAR) through Kestra Advisory Services, LLC. He is also a sole proprietor for GRS Fianancial Group, where he manages and recommends investments and spends nearly full-time hours between the two roles.

Employment History
Current Registrations
Kestra Investment Services, LLC
October 2017 - Present · 9 yrs
Kestra Advisory Services, LLC
October 2017 - Present · 9 yrs
Kestra Investment Services, LLCBroker
October 2017 - Present · 9 yrs
Previous Registrations
Girard Securities, INC.
May 2004 - November 2017 · 13 yrs 6 mos
Girard Securities, INC.Broker
May 2004 - November 2017 · 13 yrs 6 mos
Main Street Management CompanyBroker
November 2003 - May 2004 · 6 mos
Cullum & Burks Securities, INC.Broker
February 2000 - November 2003 · 3 yrs 9 mos
Sws Financial ServicesBroker
November 1997 - October 1999 · 1 yr 11 mos
Huckin Financial Group, INC.
July 1987 - November 2003 · 16 yrs 4 mos
Huckin Financial Group, INC.Broker
July 1987 - November 2003 · 16 yrs 4 mos
Dean Witter Reynolds INC.Broker
September 1985 - March 1987 · 1 yr 6 mos
State Registrations4 states
CALAMDTX
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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