Billy Braly is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Tyler, TX, with 30 years of industry experience. Billy 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
3304 S Broadway, Suite 202, Tyler, TX, 75701
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Billy provides investment advisory services through Kestra Advisory Services, LLC, dedicating nearly full-time hours to this role. He also works as an investment advisor and registered representative through Roseman Wealth Advisors, spending a significant portion of his time on client advisory services.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations4 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.
Exams
More Advisors
- Joshua Roberts, CFPKestra Advisory Services, LLC
- John Sokol, CFAKestra Advisory Services, LLC
- John Langford, ChFCKestra Advisory Services, LLC
- Alan Roseman, CFPKestra Advisory Services, LLC
- Allen Gibson, ChFCGibson Wealth Advisors, LLC
- Jamison Bays, CFP