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).

By the Numbers
  • Total Assets Under Management
    45,081
    MILLION
  • Total Number of Accounts
    127,790
    ACCOUNTS
  • Average Account Value
    $352,772
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 1,243 top financial advisors.
11
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 6 years of experience in the finance industry.

12
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 4 years of experience in the finance industry.

13
Charles W. Allen
CRD#: 2643102
8245 Devereux Drive, Suite 103, Melbourne, FL 32940

Charles Allen (CRD# 2643102) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Melbourne, FL and has over 5 years of experience in the finance industry.

14
David P. Allen
CRD#: 1210763
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX 78735

David Allen (CRD# 1210763) 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. David Allen 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
Michael D. Allen
CRD#: 3153161
8245 Devereux Drive Suite 103, Melbourne, FL 32940

Michael Allen (CRD# 3153161) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Melbourne, FL and has over 21 years of experience in the finance industry. Michael Allen 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.

16
Mitchell W. Allen
CRD#: 6847163
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX 78735

Mitchell Allen (CRD# 6847163) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 4 years of experience in the finance industry.

17
Walter N. Allen
CRD#: 1267425
Santa Fe, NM

Walter Allen (CRD# 1267425) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Santa Fe, NM and has over 37 years of experience in the finance industry.

18
Romel Alvarado
CRD#: 6091645
1011 N. Mesa St., 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 4 years of experience in the finance industry.

19
Vita N. Amadeo
CRD#: 5633867
150 John F. Kennedy Parkway, Suite 520, Short Hills, NJ 07078

Vita Amadeo (CRD# 5633867) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Short Hills, NJ and has over 13 years of experience in the finance industry.

20
Robert S. Amberg
CRD#: 2326544
6100 Stadium Dr., Kalamazoo, MI 49009

Robert Amberg (CRD# 2326544) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Kalamazoo, MI and has over 29 years of experience in the finance industry.

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