Kestra Private Wealth Services, LLC

Kestra Private Wealth Services, LLC (CRD# 155193) is a financial advisory firm headquartered in San Diego, CA. They manage $926,106,311 in 3,545 accounts and serve the financial needs of clients across 42 states (or territories).

By the Numbers
  • Total Assets Under Management
    926
    MILLION
  • Total Number of Accounts
    3,545
    ACCOUNTS
  • Average Account Value
    $261,243
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Kestra Private Wealth Services, LLC
Showing 1 - 10 of 46 top financial advisors.
1
Keith R. Brandt
CRD#: 1130422
3570 Carmel Mountain Road, Ste 150, San Diego, CA 92130
96
Wealthminder
score

Keith Brandt (CRD# 1130422) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Diego, CA and has over 33 years of experience in the finance industry. Keith Brandt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William M. Francavilla
CRD#: 1447863
4 N. Madison Street, Middleburg, VA 20118
96
Wealthminder
score

William Francavilla (CRD# 1447863) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Middleburg, VA and has over 30 years of experience in the finance industry. William Francavilla has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Matthew T. Griffith
CRD#: 4175049
3570 Carmel Mountain Road, Ste 150, San Diego, CA 92130
96
Wealthminder
score

Matthew Griffith (CRD# 4175049) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Diego, CA and has over 16 years of experience in the finance industry. Matthew Griffith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Todd N. Adams
CRD#: 1920468
6340 South 3000 East, Suite 350, Salt Lake City, UT 84121
93
Wealthminder
score

Todd Adams (CRD# 1920468) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Salt Lake City, UT and has over 27 years of experience in the finance industry.

5
Amy V. Babbel
CRD#: 5161192
6340 South 3000 East, Suite 350, Salt Lake City, UT 84121
93
Wealthminder
score

Amy Babbel (CRD# 5161192) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Salt Lake City, UT and has over 5 years of experience in the finance industry.

6
Eddie C. Barber
CRD#: 2313762
6340 South 3000 East, Suite 350, Salt Lake City, UT 84121
93
Wealthminder
score

Eddie Barber (CRD# 2313762) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Salt Lake City, UT and has over 22 years of experience in the finance industry.

7
Brian M. Danelian
CRD#: 1930658
5700 Canoga Ave Ste150, Woodland Hills, CA 91367
93
Wealthminder
score

Brian Danelian (CRD# 1930658) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Woodland Hills, CA and has over 27 years of experience in the finance industry.

8
Nadia A. Dickinson
CRD#: 1414700
42053 10th Street West, Lancaster, CA 93534
93
Wealthminder
score

Nadia Dickinson (CRD# 1414700) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Lancaster, CA and has over 21 years of experience in the finance industry.

9
Debbie A. Gandy
CRD#: 2335908
5700 Canoga Avenue, Suite 150, Woodland Hills, CA 91367
93
Wealthminder
score

Debbie Gandy (CRD# 2335908) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Woodland Hills, CA and has over 11 years of experience in the finance industry.

10
Catherine M. Jameson
CRD#: 1106206
3 Pointe Drive, Ste 107, Brea, CA 92821
93
Wealthminder
score

Catherine Jameson (CRD# 1106206) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Brea, CA and has over 19 years of experience in the finance industry.

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