Kestra Advisory Services, LLC
Kestra Advisory Services, LLC (CRD# 283330) is a financial advisory firm headquartered in Austin, TX. They manage $45,080,680,529 in 127,790 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management45,081MILLION
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Total Number of Accounts127,790ACCOUNTS
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Average Account Value$352,772
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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
Terry George (CRD# 4734244) is an Investment Advisor Representative working at Security Financial Management in Rochester, MN and has over 17 years of experience in the finance industry. Terry George 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Raymond Abracosa (CRD# 2219717) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 30 years of experience in the finance industry.
Daniel Aceti (CRD# 1876666) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Charlotte, NC and has over 34 years of experience in the finance industry.
Matthew Acheson (CRD# 4184314) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Hollis, NH and has over 22 years of experience in the finance industry.
Douglas Ackerman (CRD# 2236571) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Bannockburn, IL and has over 30 years of experience in the finance industry.
Howard Adcock (CRD# 2861943) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Tampa, FL and has over 23 years of experience in the finance industry.
Kevin Adleman (CRD# 6433039) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 8 years of experience in the finance industry.
Lewis Affetto (CRD# 5709744) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Elmhurst, IL and has over 11 years of experience in the finance industry.
Troy Ahrens (CRD# 2679025) 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.
George Alexander (CRD# 1064830) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in San Diego, CA and has over 24 years of experience in the finance industry.