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).
-
Total Assets Under Management45,081MILLION
-
Total Number of Accounts127,790ACCOUNTS
-
Average Account Value$352,772
- 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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.