Kestra Advisory Services, LLC

Kestra Advisory Services, LLC (CRD# 283330) is a financial advisory firm headquartered in Austin, TX. They manage $29,036,918,434 in 97,846 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    29,037
    MILLION
  • Total Number of Accounts
    97,846
    ACCOUNTS
  • Average Account Value
    $296,761
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
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, WY

Financial Advisors at Kestra Advisory Services, LLC
Showing 1 - 10 of 1,186 top financial advisors.
1
Raymond C. Abracosa
CRD#: 2219717
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX 78735

Raymond Abracosa (CRD# 2219717) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 28 years of experience in the finance industry.

2
Daniel G. Aceti
CRD#: 1876666
4821 Drakestone Ct, Suite 309, Charlotte, NC 28226

Daniel Aceti (CRD# 1876666) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Charlotte, NC and has over 32 years of experience in the finance industry.

3
Matthew J. Acheson
CRD#: 4184314
1 Tara Boulevard, Ste 200, Nashua, NH 03062

Matthew Acheson (CRD# 4184314) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Nashua, NH and has over 20 years of experience in the finance industry.

4
Douglas O. Ackerman
CRD#: 2236571
2333 Waukegan Rd., Suite 275, Bannockburn, IL 60015

Douglas Ackerman (CRD# 2236571) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Bannockburn, IL and has over 28 years of experience in the finance industry.

5
Noel Adams
CRD#: 4951603
2409 Forest Park Blvd, Fort Worth, TX 76110

Noel Adams (CRD# 4951603) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Fort Worth, TX and has over 15 years of experience in the finance industry.

6
Howard B. Adcock
CRD#: 2861943
311 W Fletcher Ave, Tampa, FL 33612

Howard Adcock (CRD# 2861943) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Tampa, FL and has over 21 years of experience in the finance industry.

7
Troy K. Ahrens
CRD#: 2679025
1221 South Mopac Expressway, Suite 250, Austin, TX 78746

Troy Ahrens (CRD# 2679025) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 23 years of experience in the finance industry.

8
George D. Alexander
CRD#: 1064830
3838 Camino Del Rio North, Suite 150, San Diego, CA 92108

George Alexander (CRD# 1064830) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in San Diego, CA and has over 22 years of experience in the finance industry.

9
Isabelle A. Alexander
CRD#: 6529033
3505 Mt. Diablo Blvd, Lafayette, CA 94549

Isabelle Alexander (CRD# 6529033) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Lafayette, CA and has over 5 years of experience in the finance industry.

10
Joan K. Alexandre
CRD#: 5494069
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX 78735

Joan Alexandre (CRD# 5494069) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 3 years of experience in the finance industry.

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