Deborah Sharp
Investment adviser representative at Kestra Advisory Services, LLC
12 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
12 years in the industry.
- Kestra Advisory Services, LLCApr 2024 to now
- Kestra Investment Services, LLCApr 2024 to now
- Alliant Retirement Services, Llc/alliant Retirement ConsultingJan 2023 to Mar 2024
- Alliant Insurance Services, Inc.Jun 2021 to Mar 2024
- Alliant Retirement ConsultingJun 2021 to Mar 2024
- Cetera Advisor NetworksJun 2021 to Mar 2024
- Willis Towers WatsonApr 2019 to May 2021
- Fidelity InvestmentsJan 2018 to Mar 2019
- UnemployedDec 2017 to Dec 2017
- MathnasiumJun 2017 to Nov 2017
- University of TexasAug 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7402401
- Firm CRD
- 283330