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
John Cash (CRD# 2329942) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Orlando, FL and has over 29 years of experience in the finance industry.
Alexander Castro (CRD# 5460225) 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.
Konstantina Castro (CRD# 4606835) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Vancouver, WA and has over 20 years of experience in the finance industry.
Tom Cates (CRD# 1341624) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Indianapolis, IN and has over 39 years of experience in the finance industry.
Ashley Caudle (CRD# 5005415) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 18 years of experience in the finance industry.
Megan Caulfield (CRD# 5154871) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Destin, FL and has over 17 years of experience in the finance industry.
Jay Cavanagh (CRD# 2159026) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Plymouth, MN and has over 32 years of experience in the finance industry.
Daniel Cavaretta (CRD# 4199968) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 23 years of experience in the finance industry.
Paul Caylor (CRD# 3005714) 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.
Susan Cevette (CRD# 4585918) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 21 years of experience in the finance industry.