Britt Hockenberry
Britt Hockenberry is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Charlottesville, VA, with 13 years of industry experience. Britt 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
600 Peter Jefferson Parkway, Suite 370, Charlottesville, VA, 22911
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 ActivitiesSells Insurance
Britt works full-time as an investment advisor representative (IAR) through Kestra Advisory Services and is involved in Piedmont Wealth Management and GHD Holdings, LLC. Britt also works as a notary and solicits insurance applications, dedicating minimal time to each.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC.
LPL Financial LLC
LPL Financial LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations8 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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