AP
CFP
AP
CFP

Austin Timothy Portelance

7 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
206 advisors
Number of Clients
15,631 clients
Average Client Portfolio
$653K average
Assets Under Management
$10.2B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

13801 Reese Blvd W, Suite 110, Huntersville, NC, 28078

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Austin works as a financial advisor at Destination Wealth Advisors, creating and executing financial plans, managing assets, and communicating with clients. This activity takes up Austin's full-time work hours.

Employment History
Current Registrations
Kestra Private Wealth Services, LLC
March 2024 - Present · 1 yr 11 mos
Kestra Investment Services, LLCBroker
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Edward Jones
September 2018 - March 2024 · 5 yrs 6 mos
Edward JonesBroker
August 2018 - March 2024 · 5 yrs 7 mos
State Registrations13 states
CACOCTFLGAMDMONCOHSCUTVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.