Skip to content

Nihad Basic

Investment adviser representative at Kestra Advisory Services, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$79.8BFirm assets

Are you Nihad Basic? Claim your profile

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

11 years in the industry.

  1. Kestra Advisory Services, LLCJun 2026 to now
  2. Kestra Investment Services, LLCJun 2026 to now
  3. UnemployedFeb 2026 to Jun 2026
  4. Raymond James Financial Services Advisors, IncJun 2023 to Feb 2026
  5. Raymond James Financial Services, Inc.Oct 2021 to Feb 2026
  6. Special Olympics VermontOct 2020 to Oct 2021
  7. Essex Parks and RecreationAug 2019 to Oct 2020
  8. Castleton University Dept. of Health, Human Movement, & SportAug 2017 to May 2019
  9. Castleton UniversityAug 2015 to May 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2023

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
7467113
Firm CRD
283330
Advisor's SEC record (opens in a new tab)
CallContact this firm