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
James Beverley (CRD# 2844324) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Burr Ridge, IL and has over 27 years of experience in the finance industry.
Thomas Biadas (CRD# 1523005) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Grafton, OH and has over 35 years of experience in the finance industry.
Matthew Biggs (CRD# 6653645) 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.
Joshua Black (CRD# 4280729) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Sandy, UT and has over 15 years of experience in the finance industry.
Elizabeth Blanchard (CRD# 2474798) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 27 years of experience in the finance industry.
David Bleznak (CRD# 2293696) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Huntingdon Valley, PA and has over 29 years of experience in the finance industry.
Frederick Block (CRD# 4530332) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Virginia Beach, VA and has over 21 years of experience in the finance industry.
Diane Boen (CRD# 4717205) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Jamison, PA and has over 19 years of experience in the finance industry.
Ann Bonfiglio (CRD# 5942702) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Naperville, IL and has over 8 years of experience in the finance industry.
Bradley Books (CRD# 4280750) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Springfield, IL and has over 23 years of experience in the finance industry.