Kestra Advisory Services, LLC

Kestra Advisory Services, LLC (CRD# 283330) is a financial advisory firm headquartered in Austin, TX. They manage $21,745,932,849 in 81,360 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    21,746
    MILLION
  • Total Number of Accounts
    81,360
    ACCOUNTS
  • Average Account Value
    $267,280
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 11 - 20 of 1,122 top financial advisors.
11
Romel Alvarado
CRD#: 6091645
El Paso, TX 79902

Romel Alvarado (CRD# 6091645) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in El Paso, TX and has over 2 years of experience in the finance industry.

12
Glen D. Amason
CRD#: 2281746
Irving, TX 75039

Glen Amason (CRD# 2281746) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Irving, TX and has over 27 years of experience in the finance industry. Glen Amason 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.

13
Robert S. Amberg
CRD#: 2326544
Kalamazoo, MI 49009

Robert Amberg (CRD# 2326544) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Kalamazoo, MI and has over 26 years of experience in the finance industry.

14
Kenneth P. Ambrogi
CRD#: 1041778
Cranbury, NJ 08512

Kenneth Ambrogi (CRD# 1041778) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Cranbury, NJ and has over 27 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.

15
Dennis J. Amico
CRD#: 4426
Ridgewood, NJ 07450

Dennis Amico (CRD# 4426) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Ridgewood, NJ and has over 29 years of experience in the finance industry.

16
Philip J. Amos
CRD#: 3262155
Avon, OH 44011

Philip Amos (CRD# 3262155) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Avon, OH and has over 19 years of experience in the finance industry.

17
Gregory W. Anderson
CRD#: 2722390
Naperville, IL 60563

Gregory Anderson (CRD# 2722390) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Naperville, IL and has over 23 years of experience in the finance industry.

18
John A. Anderson
CRD#: 1414564
Morristown, NJ 07960

John Anderson (CRD# 1414564) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Morristown, NJ and has over 33 years of experience in the finance industry.

19
Kenneth D. Anderson
CRD#: 1455489
Greensboro, NC 27408

Kenneth Anderson (CRD# 1455489) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Greensboro, NC and has over 33 years of experience in the finance industry.

20
Todd W. Anderson
CRD#: 3237882
Worcester, MA 01609

Todd Anderson (CRD# 3237882) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Worcester, MA and has over 20 years of experience in the finance industry.

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