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 51 - 60 of 1,246 top financial advisors.
51
Richard D. Banziger
CRD#: 1350238
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX 78735

Richard Banziger (CRD# 1350238) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 36 years of experience in the finance industry.

52
Leo D. Barczewski
CRD#: 5408867
9627 Wall St., Nashville, IL 62263

Leo Barczewski (CRD# 5408867) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Nashville, IL and has over 14 years of experience in the finance industry.

53
Rachel B. Barker
CRD#: 6652024
100 Summer St, Ste 1600, Boston, MA 02110

Rachel Barker (CRD# 6652024) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Boston, MA and has over 5 years of experience in the finance industry.

54
Rw Barnes
CRD#: 5366874
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX 78735

Rw Barnes (CRD# 5366874) 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.

55
William P. Barnes
CRD#: 3023699
Laguna Niguel, CA

William Barnes (CRD# 3023699) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Laguna Niguel, CA and has over 24 years of experience in the finance industry.

56
Ryan F. Barradas
CRD#: 2979630
2397 E. Camelback Rd., Ste 320, Phoenix, AZ 85016

Ryan Barradas (CRD# 2979630) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Phoenix, AZ and has over 24 years of experience in the finance industry.

57
Patrick J. Barrett
CRD#: 2358351
1809 Commercial Avenue, Suite 100, Anacortes, WA 98221

Patrick Barrett (CRD# 2358351) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Anacortes, WA and has over 29 years of experience in the finance industry.

58
Daniel B. Barry
CRD#: 2734252
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX 78735

Daniel Barry (CRD# 2734252) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 26 years of experience in the finance industry.

59
Eric L. Bartel
CRD#: 5193323
2340 W Interstate 20, Suite 208, Arlington, TX 76017

Eric Bartel (CRD# 5193323) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Arlington, TX and has over 15 years of experience in the finance industry.

60
Pamela A. Basse
CRD#: 2958638
141 Longwater Drive, Suite 101, Norwell, MA 02061

Pamela Basse (CRD# 2958638) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Norwell, MA and has over 23 years of experience in the finance industry. Pamela Basse 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.

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