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 21 - 30 of 1,122 top financial advisors.
21
Jane A. Arambel
CRD#: 2286420
Lakewood, CO 80228

Jane Arambel (CRD# 2286420) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Lakewood, CO and has over 26 years of experience in the finance industry.

22
Mark D. Aridgides
CRD#: 4216957
South Burlington, VT 05403

Mark Aridgides (CRD# 4216957) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in South Burlington, VT and has over 8 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.

23
Timothy R. Armentor
CRD#: 2342474
Youngsville, LA 70592

Timothy Armentor (CRD# 2342474) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Youngsville, LA and has 1 year of experience in the finance industry.

24
Robert T. Armstrong
CRD#: 1269827
Troy, MI 48083

Robert Armstrong (CRD# 1269827) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Troy, MI and has over 35 years of experience in the finance industry.

25
Samuel J. Arnott
CRD#: 6330066
Austin, TX 78735

Samuel Arnott (CRD# 6330066) 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.

26
Michael D. Arp
CRD#: 4674856
Amarillo, TX 79109

Michael Arp (CRD# 4674856) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Amarillo, TX and has over 16 years of experience in the finance industry.

27
David S. Asher
CRD#: 2432644
Ellicott City, MD 21042

David Asher (CRD# 2432644) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Ellicott City, MD and has over 25 years of experience in the finance industry.

28
Max K. Aten
CRD#: 3225482
Springfield, IL 62704

Max Aten (CRD# 3225482) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Springfield, IL and has over 20 years of experience in the finance industry.

29
William T. Atkins
CRD#: 6308605
Austin, TX 78735

William Atkins (CRD# 6308605) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 2 years of experience in the finance industry.

30
Mei L. Au
CRD#: 4157085
Greenville, SC 29615

Mei Au (CRD# 4157085) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Greenville, SC and has over 19 years of experience in the finance industry.

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