Deborah Rochelle Yurchak
Investment adviser representative at Kestra Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 yearsFirm in business
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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
10 years in the industry.
- Kestra Advisory Services, LLCMar 2025 to now
- Kestra Investment Services LLCMar 2025 to now
- LPL Financial LLCAug 2018 to Feb 2025
- Beacon Financial Services, Inc.Jul 2018 to Sep 2018
- Legacy Planning PartnersJun 2016 to Aug 2018
- Minnesota Life Insurance CoJun 2016 to Aug 2018
- Securian Financial Services IncJun 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 2534494
- Firm CRD
- 283330