Kurt Skvarla, financial advisor Mars PA

Kurt Skvarla

CRD Number: 5676100
Current Firm: Kestra Advisory Services, LLC

Kurt Skvarla (CRD# 5676100) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Mars, PA and has over 13 years of experience in the finance industry. Kurt Skvarla has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kestra Investment Services LLC Mars, PA Nov 2022 - Current 1
Kestra Advisory Services LLC Mars, PA Nov 2022 - Current 1
Wells Fargo Advisors Financial Network, LLC Mars, PA Dec 2015 - Nov 2022 6
Ubs Canonsburg, PA Jun 2010 - Dec 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2011
Contact Info for Kurt J. Skvarla
Phone Number: 8445537872
Registered State(s):
  • PA
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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