George Francis Reilly
Investment adviser representative at Kestra Advisory Services, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$79.8BFirm assets
Are you George Francis Reilly? 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
17 years in the industry.
- Kestra Advisory Services, LLCJul 2026 to now
- Dunlap Bennett & Ludwig, PllcJan 2024 to Jun 2026
- Safe Harbor Tax Services, LLCDec 2019 to Jun 2026
- Zeiders EnterprisesMar 2014 to Sep 2018
- Reilly Law, PlcJan 2010 to Jun 2026
- Safe Harbor Financial Advisors, LLCJun 2009 to Jun 2026
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (DE, VA).
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
- 6346467
- Firm CRD
- 283330