David SebastianCRD Number: 1484490
Current Firm: Kestra Advisory Services, LLC
David Sebastian (CRD# 1484490) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Summit, NJ and has over 23 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Kestra Advisory Services, LLC||Summit, NJ||Apr 2016 - Current||7|
|Kestra Investment Services, LLC||Summit, NJ||Sep 2008 - Current||15|
|Sebastian Wealth Management Group,llc||Summit, NJ||Aug 2008 - Current||15|
|Nfp Securities Inc.||Summit, NJ||Sep 2008 - Apr 2016||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2000|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management41,795MILLIONS
Total Number of Accounts140,407ACCOUNTS
Average Account Value$297,671
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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