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).

By the Numbers
  • Total Assets Under Management
    48,324
    MILLION
  • Total Number of Accounts
    140,425
    ACCOUNTS
  • Average Account Value
    $344,129
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Kestra Advisory Services, LLC
Showing 11 - 20 of 1,193 top financial advisors.
11
Joan K. Alexandre
CRD#: 5494069
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX 78735

Joan Alexandre (CRD# 5494069) 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.

12
Charles W. Allen
CRD#: 2643102
2420 S. Lakemont Ave, Suite 120, Orlando, FL 32814

Charles Allen (CRD# 2643102) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Orlando, FL and has over 7 years of experience in the finance industry.

13
David P. Allen
CRD#: 1210763
8245 Devereux Drive, Suite 103, Melbourne, FL 32940

David Allen (CRD# 1210763) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Melbourne, FL and has over 32 years of experience in the finance industry.

14
Michael D. Allen
CRD#: 3153161
2420 S. Lakemont Ave, Suite 120, Orlando, FL 32814

Michael Allen (CRD# 3153161) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Orlando, FL and has over 23 years of experience in the finance industry.

15
Mitchell W. Allen
CRD#: 6847163
8245 Devereux Drive, Suite 103, Melbourne, FL 32940

Mitchell Allen (CRD# 6847163) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Melbourne, FL and has over 6 years of experience in the finance industry.

16
Walter N. Allen
CRD#: 1267425
Santa Fe, NM

Walter Allen (CRD# 1267425) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Santa Fe, NM and has over 39 years of experience in the finance industry.

17
Romel Alvarado
CRD#: 6091645
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX 78735

Romel Alvarado (CRD# 6091645) 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.

18
Vita N. Amadeo
CRD#: 5633867
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX 78735

Vita Amadeo (CRD# 5633867) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 14 years of experience in the finance industry.

19
Dennis J. Amico
CRD#: 4426
257 E Ridgewood Ave, Suite 305, Ridgewood, NJ 07450

Dennis Amico (CRD# 4426) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Ridgewood, NJ and has over 34 years of experience in the finance industry.

20
John V. Amore
CRD#: 5430932
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX 78735

John Amore (CRD# 5430932) 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.

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