Kevin Adleman, financial advisor Austin TX

Kevin Adleman

CRD Number: 6433039
Current Firm: Kestra Advisory Services, LLC

Kevin Adleman (CRD# 6433039) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Investments Services, LLC Mt Pleasant, SC Aug 2021 - Current < 1
Kestra Advisory Services, LLC Mt Pleasant, SC Aug 2021 - Current < 1
Lpl Financial LLC Charleston, SC Jul 2018 - Current 3
Foresters Advisory Services Charlotte, NC Apr 2016 - Jul 2018 2
Foresters Financial Services Charlotte, NC Apr 2015 - Jul 2018 3
First Investors Corporation Charlotte, NC Jan 2015 - Apr 2015 < 1
Wofford Spartanburg, SC Feb 2013 - Jan 2015 1
Brevard College Brevard, NC Mar 2011 - Jan 2013 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2016
S63 Uniform Securities State Law Examination Jan 2015
Contact Info for Kevin M. Adleman
Phone Number: 8445537872
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    45,081
    MILLIONS
  • Total Number of Accounts
    127,790
    ACCOUNTS
  • Average Account Value
    $352,772
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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