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
Thomas Campbell (CRD# 2335081) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Birmingham, AL and has over 31 years of experience in the finance industry.
Brian Campos (CRD# 3018628) 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.
Christopher Cannon (CRD# 5355020) 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.
Matthew Carbray (CRD# 4565811) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Avon, CT and has over 21 years of experience in the finance industry.
Brent Carlson (CRD# 5823624) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in North Oaks, MN and has over 11 years of experience in the finance industry.
Bruce Carlson (CRD# 1043071) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in North Oaks, MN and has over 41 years of experience in the finance industry.
James Carlson (CRD# 5584185) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Carlsbad, CA and has over 15 years of experience in the finance industry.
Joseph Carpenter (CRD# 2361166) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Franklin, TN and has over 30 years of experience in the finance industry.
Jarret Carter (CRD# 6113061) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 7 years of experience in the finance industry.
Cheryl Casey (CRD# 1380296) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Birmingham, AL and has over 38 years of experience in the finance industry.