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
Kathryn Clark (CRD# 5213914) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 17 years of experience in the finance industry.
Shannon Clark (CRD# 3155722) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in New York, NY and has 1 year of experience in the finance industry.
Jason Clayton (CRD# 4467963) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Columbia, SC and has over 22 years of experience in the finance industry.
William Clifton (CRD# 6652265) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 6 years of experience in the finance industry.
Susan Clime (CRD# 4698469) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Frederick, MD and has over 17 years of experience in the finance industry.
Michael Coakley (CRD# 6303849) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 10 years of experience in the finance industry.
Alexander Cochran (CRD# 5950624) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 9 years of experience in the finance industry.
Franklin Cochran (CRD# 2671148) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Atlanta, GA and has over 25 years of experience in the finance industry.
Trevor Coe (CRD# 5073318) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Russellville, KY and has over 18 years of experience in the finance industry.
William Coffey (CRD# 2240258) 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.