Chickasaw Capital Management
47yrs
Top advisor by experience in Memphis
43yrs
Based in Memphis, Tennessee, Brian Kinney is a financial advisor with 43 years of industry experience. Brian joined Kestra Advisory Services in 2017, after six years at WFG Advisors and three years at Morgan Stanley. Brian holds the CFP® designation.
At a glance
Experience43 years (since 1984)
How that compares ?Top 2% by experience in Tennessee
Office6525 Quail Hollow Suite 330, Memphis, TN 38120
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$618,892
Advisors at the firm1,452
States licensed ?2 states
Services through Kestra Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2017 – nowKestra Advisory Services, LLCCurrent firm
- 2011 – 2017WFG Advisors, LPPreviously
- 2009 – 2011Morgan StanleyPreviously
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- 2004 – 2007Morgan Stanley DW Inc.Previously
Contact Brian
6525 Quail Hollow Suite 330Memphis, TN 38120Office · Get directions Firm main line(844) 553-7872Headquarters: Kestra Advisory Services · Austin, TX X (Twitter) pageKestra Advisory Services
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Kestra Advisory Services at (844) 553-7872 and ask for Brian Kinney. Brian works from the Memphis, TN office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1984, about 43 years. Top 2% by experience in Tennessee.
What licenses does Brian hold?
Series 63. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Brian paid?
Kestra Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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