James Hebets
James Hebets is a registered investment advisor at Kestra Advisory Services, LLC, based in Phoenix, AZ, with 15 years of industry experience. James 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
2575 E Camelback Rd, Suite 700, Phoenix, AZ, 85016
Get directionsHistory
Regulatory History (1)
Criminal
July 2008Other Business ActivitiesSells Insurance
James is a board member for Future For Kids and Finseca Foundation, and a partner/owner of Fast Lane Drive Arizona. He is also Vice President at Comp Consulting, LLC, an Investment Advisor Representative with Kestra Advisory Services, LLC, and owner/CEO of Life Masters Classes, LLC, an educational business for life insurance agents; Hebets Financial, LLC is used for life insurance commissions.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Metlife Securities INC.Broker
State Registrations24 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
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