Kestra Advisory Services, LLC

Kestra Advisory Services, LLC (CRD# 283330) is a financial advisory firm headquartered in Austin, TX. They manage $16,008,976,512 in 63,471 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    16,009
    MILLION
  • Total Number of Accounts
    63,471
    ACCOUNTS
  • Average Account Value
    $252,225
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Kestra Advisory Services, LLC
Showing 1 - 10 of 1,172 top financial advisors.
1
Daniel G. Aceti
CRD#: 1876666
6302 Fairview Road, Suite 309, Charlotte, NC 28210
96
Wealthminder
score

Daniel Aceti (CRD# 1876666) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Charlotte, NC and has over 29 years of experience in the finance industry.

2
Troy K. Ahrens
CRD#: 2679025
1221 South Mopac Expressway, Suite 250, Austin, TX 78746
96
Wealthminder
score

Troy Ahrens (CRD# 2679025) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 21 years of experience in the finance industry.

3
George D. Alexander
CRD#: 1064830
3838 Camino Del Rio North, Suite 150, San Diego, CA 92108
96
Wealthminder
score

George Alexander (CRD# 1064830) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in San Diego, CA and has over 20 years of experience in the finance industry.

4
Kenneth P. Ambrogi
CRD#: 1041778
1249 South River Road, Suite 107, Cranbury, NJ 08512
96
Wealthminder
score

Kenneth Ambrogi (CRD# 1041778) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Cranbury, NJ and has over 26 years of experience in the finance industry. Kenneth Ambrogi 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.

5
Paul J. Amos
CRD#: 4522
36711 American Way, Suite 2f, Avon, OH 44011
96
Wealthminder
score

Paul Amos (CRD# 4522) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Avon, OH and has over 20 years of experience in the finance industry.

6
Mark D. Aridgides
CRD#: 4216957
620 Hinesburg Rd, Suite 200, South Burlington, VT 05403
96
Wealthminder
score

Mark Aridgides (CRD# 4216957) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in South Burlington, VT and has over 7 years of experience in the finance industry. Mark Aridgides 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.

7
Earl E. Bain
CRD#: 2483003
1318 Raeford Rd, 2nd Fl, Fayetteville, NC 28305
96
Wealthminder
score

Earl Bain (CRD# 2483003) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Fayetteville, NC and has over 23 years of experience in the finance industry.

8
Pamela A. Basse
CRD#: 2958638
141 Longwater Drive, Suite 101, Norwell, MA 02061
96
Wealthminder
score

Pamela Basse (CRD# 2958638) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Norwell, MA and has over 19 years of experience in the finance industry. Pamela Basse 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.

9
Martin J. Bauer
CRD#: 1879560
350 S. Crenshaw Blvd, Suite A105, Torrance, CA 90503
96
Wealthminder
score

Martin Bauer (CRD# 1879560) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Torrance, CA and has over 19 years of experience in the finance industry. Martin Bauer 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.

10
Michelle L. Bender
CRD#: 4137145
20251 Century Blvd., #350, Germantown, MD 20874
96
Wealthminder
score

Michelle Bender (CRD# 4137145) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Germantown, MD and has over 18 years of experience in the finance industry. Michelle Bender 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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