Joel Courtney White
Investment adviser representative at Kestra Advisory Services, LLC
33 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$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
33 years in the industry.
- Kestra Advisory Services, LLCJul 2025 to now
- Kestra Investment Services LLCJul 2025 to now
- LPL FinancialJun 2019 to Jul 2025
- Cincinnati Life InsuranceApr 2018 to Jun 2019
- AtheneMar 2018 to Jun 2019
- American NationalFeb 2018 to Jun 2019
- Jackson National Life InsuranceFeb 2018 to Jun 2019
- Raymond James Financial Services Advisors Inc.Jan 2018 to Jun 2019
- Raymond James Financial Services, Inc.Jan 2018 to Jun 2019
- Securities America, Inc.Nov 2014 to Jan 2018
- Kansas City Life Insurance Co.Aug 2009 to Jun 2019
- Mass Mutual Life Insurance Co.Oct 1993 to Jun 2019
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 2446976
- Firm CRD
- 283330