Chandler Neil Batts
Investment adviser representative at Kestra Advisory Services, LLC
11 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
11 years in the industry.
- Kestra Advisory Services, LLCOct 2025 to now
- Kestra Investment Services, LLCJul 2025 to now
- Bright Path Professionals, LLCSep 2024 to now
- Roseman Wealth AdvisorsJul 2022 to now
- Pacific Life InsuranceJul 2023 to Jan 2025
- Roth StaffingJan 2023 to Jul 2023
- Meta Platforms, IncOct 2021 to Jan 2023
- Adecco StaffingApr 2021 to Oct 2021
- Pro Unlimited, IncJul 2020 to Apr 2021
- Express Employment ProfessionalsOct 2017 to Jul 2020
- Ideal Impact, IncDec 2015 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7599220
- Firm CRD
- 283330