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CFP

Silvia Linares-Williams

Kestra Advisory Services, LLC
26 Years of Experience
Melbourne, FL
BrokerSells Insurance
View SEC Summary
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Silvia Linares-Williams is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Melbourne, FL, with 26 years of industry experience. Silvia 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

8245 Devereux Drive, Suite 103, Melbourne, FL, 32940

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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 ActivitiesSells Insurance

Sylvia is involved in several business activities, including financial planning, investment advisory services through Kestra Advisory Services (taking nearly full-time), and insurance product sales (life, disability, and long-term care). She also presents educational workshops on financial topics.

Employment History
Current Registrations
Kestra Advisory Services, LLC
February 2022 - Present · 4 yrs 8 mos
Kestra Investment Services, LLCBroker
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
Concourse Financial Group Advisors
August 2011 - February 2022 · 10 yrs 6 mos
Concourse Financial Group Securities, INC.Broker
June 2011 - February 2022 · 10 yrs 8 mos
LPL Financial LLC
April 2010 - June 2011 · 1 yr 2 mos
LPL Financial LLCBroker
February 2010 - June 2011 · 1 yr 4 mos
Metlife Securities INC.
June 2005 - December 2009 · 4 yrs 6 mos
Metlife Securities INC.Broker
April 2005 - December 2009 · 4 yrs 8 mos
Metropolitan Life Insurance CompanyBroker
April 2005 - July 2007 · 2 yrs 3 mos
Raymond James Financial Services
October 2000 - April 2005 · 4 yrs 6 mos
Raymond James Financial Services, INC.Broker
October 2000 - April 2005 · 4 yrs 6 mos
Jwgenesis Financial Group, INCBroker
October 1999 - February 2000 · 4 mos
State Registrations16 states
CACTDCFLGAIAILMAMDMENCNYSCTXVAWA
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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