Franklin Jeffrey Mcelroy
Investment adviser representative at Kestra Advisory Services, LLC
28 yearsExperience
1 stateRegistered in
ChFC®Designation
$79.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Kestra Advisory Services, LLCApr 2016 to now
- Kestra Investment Services, LLCMar 2015 to now
- Ameritas Life Insurance Corp.Jan 2010 to now
- Amaia Trusted Source NetworkJan 2006 to now
- Baird FinancialJan 2006 to now
- Gnc Properties, LLCJan 2006 to now
- Md FinancialJan 2006 to now
- Bmh Investment GroupJan 1998 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (NC).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2237589
- Firm CRD
- 283330