Gregory Bennington
Gregory Bennington is a registered investment advisor at Kestra Advisory Services, LLC, based in New Albany, IN, with 28 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
3620 Blackiston Blvd., Suite 100, New Albany, IN, 47150
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2019Other Business ActivitiesSells Insurance
Gregory works full-time providing investment advisory services through Kestra Advisory Services, LLC and manages/sells insurance and employee benefits as a Regional Director for AssuredPartners. He also serves on the board of directors for Heritage Springs Homeowners Association and HYR Little League, dedicating minimal time to each.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
NFP Securities, INC.Broker
National Planning CorporationBroker
Walnut Street Securities, INC.Broker
Dean Witter Reynolds INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations14 states
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.