William Kitchel, financial advisor Austin TX

William Kitchel

CRD Number: 3002250
Current Firm: Kestra Advisory Services, LLC

William Kitchel (CRD# 3002250) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 26 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Associated Agencies/auto & Home Insurance Rolling Meadows, IL Dec 2020 - Current 3
Kestra Advisory Services, LLC Austin, TX Apr 2016 - Current 7
Kestra Investment Services, LLC Austin, TX Nov 2009 - Current 14
Value Group, Inc. Lake Forest, IL Jan 1998 - Current 26
Bensman & Associates Bannockburn, IL Jan 2008 - Dec 2020 12
Fox Robotics Austin, TX Jan 2019 - May 2019 < 1
Plus One Robotics San Antonio, TX Apr 2017 - Jan 2019 1
Nfp Advisor Services, LLC Lake Forest, IL Nov 2009 - Apr 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Feb 1998
Contact Info for William R. Kitchel
Phone Number: 8445537872
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
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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