Van Pappas
Van Pappas is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Alpharetta, GA, with 25 years of industry experience. Van 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
35 Old Canton Street, Alpharetta, GA, 30009
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Regulatory History (1)
Employment Separation After Allegations
September 2015Other Business ActivitiesSells Insurance
Van is involved in several business activities, including serving as a board member for Chamblee Charter High School Blue and Gold Foundation and Elaine Clark Center, and owning real estate. Van is also an agent for oXYGen Financial Insurance Co, an Investment Advisor Representative for Kestra Advisory Services, LLC, and is involved with Oxygen Financial, where he provides financial planning, securities, and insurance sales.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Kestra Investment Services, LLC
Previous Registrations
NFP Advisor Services, LLC
Investacorp Advisory Services INC
Investacorp, INC.Broker
Resource Horizons Investment Advisory, INC.
Resource Horizons Group LLCBroker
Woodstock Financial Group, INC.Broker
Jefferson Pilot Securities CorporationBroker
State Registrations9 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.