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LA
CFP · ChFC
LA
CFP · ChFC

Louise Albert

Kestra Advisory Services, LLC
26 Years of Experience
Fernandina Beach, FL
Broker
View SEC Summary
View SEC Summary

Louise Albert is a CFP, ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Fernandina Beach, FL, with 26 years of industry experience. Louise 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
—
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Location

Fernandina Beach, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Louise works as an advisor for U.S. Financial Services and Hudson Dynamic Retirement Inc, providing investment advice and client relationship management. These activities, conducted through Kestra Investment Services, take up nearly all of Louise's time.

Employment History
Current Registrations
Kestra Advisory Services, LLC
March 2023 - Present · 3 yrs 7 mos
Kestra Investment Services, LLC
February 2020 - Present · 6 yrs 8 mos
Kestra Investment Services, LLCBroker
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
September 2013 - February 2020 · 6 yrs 5 mos
Tower Square Securities, INC.Broker
June 2012 - September 2013 · 1 yr 3 mos
Samalin Investment Counsel, LLC
March 2011 - January 2012 · 10 mos
Commonwealth Financial NetworkBroker
February 2010 - December 2010 · 10 mos
Tiaa-Cref Individual & Institutional Services, INC.Broker
March 1993 - January 2004 · 10 yrs 10 mos
State Registrations24 states
CACOCTDEFLGAILKSMAMDMEMIMTNCNHNJNYOHPARISCTXVAWA
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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