Adam R Horde

Kestra Advisory Services, LLC

14 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax Planning

Kestra Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

1370 advisors

Number of Clients

97,702 clients

Average Client Portfolio

$616K average

Assets Under Management

$60.2B

Fee Structure

Minimum Investment:$5K

Location

700 S. Montezuma Street, Prescott, AZ, 86303

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History

Regulatory History (1)

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Financial

August 2017

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Adam sells fixed insurance products and is a part owner of Monarch Retirement & Investments LLC. He also works as a mortgage loan officer and owns rental property, dedicating minimal time to each activity.

Employment History

Current Registrations

Kestra Advisory Services, LLC

August 2025 - Present · 6 mos

Kestra Investment Services, LLC

August 2025 - Present · 6 mos

Kestra Investment Services, LLCBroker

August 2025 - Present · 6 mos

Previous Registrations

Commonwealth Financial Network

January 2013 - August 2025 · 12 yrs 7 mos

Commonwealth Financial NetworkBroker

January 2013 - August 2025 · 12 yrs 7 mos

Sii Investments, INC.

February 2012 - January 2013 · 11 mos

Sii Investments, INC.Broker

November 2011 - January 2013 · 1 yr 2 mos

State Registrations21 states

ALAZCACOFLGAIDILINMNMONCNMNVORTNTXUTVAWAWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.