Debra Ann Palacios
Investment adviser representative at Kestra Advisory Services, LLC
20 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
20 years in the industry.
- Kestra Advisory Services, LLCMay 2025 to now
- Kestra Investment Services LLCMay 2025 to now
- Cambridge Investment Research Advisors, Inc.Jan 2020 to May 2025
- Cambridge Investment Research, Inc.Jan 2020 to May 2025
- Nationwide Investment Services CorporationMay 2006 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 4178183
- Firm CRD
- 283330