Gavin Richard Gomsak
Investment adviser representative at Kestra Advisory Services, LLC
13 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
13 years in the industry.
- Kestra Advisory Services, LLCAug 2024 to now
- Kestra Investment Services, LLCAug 2024 to now
- Lincoln Financial Advisors CorporationJan 2022 to Aug 2024
- LPL Financial LLCJun 2021 to Jan 2022
- SFG Wealth ManagementJun 2021 to Jan 2022
- Academy Financial, Inc.Jun 2020 to Jan 2021
- Qdoba Mexican EatsMay 2019 to Aug 2019
- Serra Brothers Italian DeliMay 2018 to Aug 2019
- Diamond Ridge Woodlands Golf CourseMay 2018 to Aug 2018
- High Point UniversityAug 2017 to May 2021
- Basta PastaFeb 2017 to Jun 2017
- Century High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7255321
- Firm CRD
- 283330