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 31 - 40 of 1,122 top financial advisors.
31
Shawn F. Aulenbach
CRD#: 5455899
Boston, MA 02116

Shawn Aulenbach (CRD# 5455899) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Boston, MA and has over 11 years of experience in the finance industry.

32
Joanna B. Avriett
CRD#: 5395481
Greensboro, NC 27401

Joanna Avriett (CRD# 5395481) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Greensboro, NC and has over 5 years of experience in the finance industry. Joanna Avriett 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.

33
William E. Backes
CRD#: 1101880
Payson, AZ 85541

William Backes (CRD# 1101880) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Payson, AZ and has over 36 years of experience in the finance industry.

34
Matthew S. Bagell
CRD#: 5583979
Marlton, NJ 08053

Matthew Bagell (CRD# 5583979) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Marlton, NJ and has over 11 years of experience in the finance industry.

35
Dean C. Bailey
CRD#: 6610217
Charlotte, NC 28211

Dean Bailey (CRD# 6610217) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Charlotte, NC and has over 3 years of experience in the finance industry.

36
Zachary N. Bailey
CRD#: 6983784
Austin, TX 78735

Zachary Bailey (CRD# 6983784) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has 1 year of experience in the finance industry.

37
Earl E. Bain
CRD#: 2483003
Fayetteville, NC 28305

Earl Bain (CRD# 2483003) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Fayetteville, NC and has over 25 years of experience in the finance industry.

38
Donald G. Baker
CRD#: 2369255
North Palm Beach, FL 33408

Donald Baker (CRD# 2369255) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in North Palm Beach, FL and has over 26 years of experience in the finance industry.

39
Donald B. Baker
CRD#: 10636
North Palm Beach, FL 33408

Donald Baker (CRD# 10636) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in North Palm Beach, FL and has over 37 years of experience in the finance industry.

40
Shawn D. Baker
CRD#: 5724154
Ellisville, MO 63021

Shawn Baker (CRD# 5724154) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Ellisville, MO and has over 10 years of experience in the finance industry.

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