Joshua Hallmark
Investment adviser representative at Kestra Advisory Services, LLC
13 yearsExperience
4 statesRegistered 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
13 years in the industry.
- Kestra Advisory Services, LLCMay 2023 to now
- Kestra Investment Services, LLCMay 2023 to now
- Wells Fargo Clearing Services, LLCNov 2022 to Apr 2023
- Fidelity InvestmentsDec 2021 to Nov 2022
- Safelite Auto GlassNov 2021 to Dec 2021
- UnemployedJul 2021 to Nov 2021
- Avantax Investment Services, Inc.May 2021 to Jul 2021
- Charles SchwabMar 2021 to May 2021
- UnemployedMay 2020 to Mar 2021
- Charles Schwab & Co., Inc.Apr 2019 to May 2020
- FidelityMar 2013 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 4 states (LA, NE, NH, 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
- 6175099
- Firm CRD
- 283330