Kestra Advisory Services, LLC
Kestra Advisory Services, LLC (CRD# 283330) is a financial advisory firm headquartered in Austin, TX. They manage $48,324,319,629 in 140,425 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management48,324MILLION
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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
Daniel Barry (CRD# 2734252) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 28 years of experience in the finance industry.
Eric Bartel (CRD# 5193323) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Arlington, TX and has over 17 years of experience in the finance industry.
Joshua Bartholomew (CRD# 5365788) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 16 years of experience in the finance industry.
Pamela Basse (CRD# 2958638) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Norwell, MA and has over 25 years of experience in the finance industry.
Jesse Bateman (CRD# 5257518) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Norwell, MA and has over 17 years of experience in the finance industry.
Kevin Bates (CRD# 1041009) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Royal Oak, MI and has over 40 years of experience in the finance industry.
Johanna Bathurst (CRD# 4504994) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Baltimore, MD and has over 21 years of experience in the finance industry.
Joseph Battaglini (CRD# 3216278) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 24 years of experience in the finance industry.
Christopher Battle (CRD# 4343952) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Green Bay, WI and has over 23 years of experience in the finance industry.
Karen Bean-Giamundo (CRD# 2903410) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 25 years of experience in the finance industry.