David Scott Asher
Investment adviser representative at Kestra Advisory Services, LLC
29 yearsExperience
1 stateRegistered in
PFSDesignation
$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
29 years in the industry.
- Kestra Advisory Services, LLCApr 2016 to now
- Kestra Investment Services, LLCDec 2009 to now
- Asher Financial ServicesAug 2005 to now
- Medallion Investment Services, Inc.Jan 1999 to now
- Medallion Advisory ServicesFeb 1997 to now
- Medallion Insurance Services, LLCFeb 1997 to now
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 2432644
- Firm CRD
- 283330