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
Scott Cohen (CRD# 2400506) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Dallas, TX and has over 30 years of experience in the finance industry.
Peter Cohlmia (CRD# 5734382) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Wichita, KS and has over 14 years of experience in the finance industry.
Henry Coker (CRD# 1362111) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Montgomery, AL and has over 38 years of experience in the finance industry.
Brett Cole (CRD# 2262893) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Wayne, PA and has over 31 years of experience in the finance industry.
Kathleen Collins (CRD# 4380114) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Northampton, MA and has over 22 years of experience in the finance industry.
Steven Collins (CRD# 4590987) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in West Friendship, MD and has over 14 years of experience in the finance industry.
James Congema (CRD# 5832626) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Kings Park, NY and has over 12 years of experience in the finance industry.
Timothy Congleton (CRD# 1043192) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Raleigh, NC and has over 36 years of experience in the finance industry.
Henry Conkle (CRD# 1401115) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 34 years of experience in the finance industry.
Christopher Connelly (CRD# 3083364) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in West Springfield, MA and has over 25 years of experience in the finance industry.