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).
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Total Assets Under Management16,009MILLION
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Total Number of Accounts63,471ACCOUNTS
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Average Account Value$252,225
- 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
- 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
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.
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.
George Alexander (CRD# 1064830) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in San Diego, CA and has over 19 years of experience in the finance industry.
Kenneth Ambrogi (CRD# 1041778) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Cranbury, NJ and has over 25 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.
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.
Mark Aridgides (CRD# 4216957) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in South Burlington, VT and has over 6 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.
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.
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.
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.
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.