Alexander Paslay
Investment adviser representative at Kestra Advisory Services, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$79.8BFirm assets
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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
14 years in the industry.
- Kestra Advisory Services, LLCSep 2023 to now
- Kestra Investment Services LLCMar 2022 to now
- Strategic StewardshipMar 2022 to now
- Nonprofit Mortgage CompanyAug 2021 to now
- Mustard Seed Adoption ConsultantsJan 2019 to now
- JP Morgan Securities LLCJul 2015 to Jul 2020
- Alki Candle Company, LLCJan 2015 to Aug 2018
- JPMorgan Chase BankJun 2012 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 6520973
- Firm CRD
- 283330