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PA
ChFC
PA
ChFC

Philip Amos

Kestra Advisory Services, LLC
26 Years of Experience
Cleveland, OH
1 DisclosureBrokerSells Insurance
View SEC Summary
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Philip Amos is a ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Cleveland, OH, with 26 years of industry experience. Philip 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

1422 Euclid Avenue, Suite 630, Cleveland, OH, 44115

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History

Regulatory History (1)
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Customer Dispute
February 2024
Withdrawn
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Philip is an Investment Advisor Representative with Kestra Advisory Services, LLC, dedicating potentially full-time hours to this role. He is also co-founder and president of Magis Advisory Group, LLC, which involves registered rep activities, consulting, insurance, and investment advisory services, taking about half of Philip's time.

Employment History
Current Registrations
Kestra Advisory Services, LLC
April 2016 - Present · 10 yrs 6 mos
Kestra Investment Services, LLCBroker
January 2006 - Present · 20 yrs 9 mos
Previous Registrations
NFP Advisor Services, LLC
January 2006 - September 2016 · 10 yrs 8 mos
Lincoln Financial Advisors Corporation
July 2002 - January 2006 · 3 yrs 6 mos
Lincoln Financial Advisors CorporationBroker
June 2002 - January 2006 · 3 yrs 7 mos
The Lincoln National Life Insurance CompanyBroker
June 2002 - January 2006 · 3 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
October 2001 - June 2002 · 8 mos
Robert W. Baird & CO. IncorporatedBroker
October 1999 - January 2002 · 2 yrs 3 mos
State Registrations22 states
AZCACOCTFLGAILINKYMAMDMIMNNCNJNYOHORSCTNTXVA
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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