Zachariah Curry
Investment adviser representative at Kestra Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 yearsFirm in business
Are you Zachariah Curry? Claim your profile
Contact this firm
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
12 years in the industry.
- Kestra Advisory Services, LLCSep 2022 to now
- Kestra Investment Services, LLCSep 2022 to now
- Christian Financial ServicesJan 2019 to now
- Principal Life Insurance CompanyAug 2017 to Sep 2022
- Principal Securities IncJul 2017 to Sep 2022
- Oneamerica SecuritiesJul 2015 to Aug 2017
- American United LifeJul 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 6170098
- Firm CRD
- 283330