Austin Somers, financial advisor Austin TX

Austin Somers

CRD Number: 6955717
Current Firm: Kestra Advisory Services, LLC

Austin Somers (CRD# 6955717) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Advisory Services, LLC Fort Worth, TX Mar 2020 - Current 4
Kestra Investment Services, LLC Fort Worth, TX Jul 2018 - Current 6
Higginbotham Fort Worth, TX May 2016 - Current 8
Sam Houston State University Huntsville, TX Aug 2015 - May 2016 < 1
Modern Woodman Fort Worth, TX May 2015 - Aug 2015 < 1
Sam Houston State University Huntsville, TX Aug 2014 - May 2015 < 1
Boy Scouts Of America Wimberly, TX May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2018
S65 NASAA Investment Advisors Law Examination Feb 2020
Contact Info for Austin G. Somers
Phone Number: 8445537872
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    48,324
    MILLIONS
  • Total Number of Accounts
    140,425
    ACCOUNTS
  • Average Account Value
    $344,129
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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