Kestra Private Wealth Services, LLC
Kestra Private Wealth Services, LLC (CRD# 155193) is a financial advisory firm headquartered in Austin, TX. They manage $4,249,862,508 in 11,518 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management4,250MILLION
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Total Number of Accounts11,518ACCOUNTS
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Average Account Value$368,976
- 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
Todd Adams (CRD# 1920468) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Salt Lake City, UT and has over 33 years of experience in the finance industry.
Kelly Almonte (CRD# 4796791) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Cranston, RI and has over 16 years of experience in the finance industry.
Amy Babbel (CRD# 5161192) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Salt Lake City, UT and has over 11 years of experience in the finance industry.
Gary Baker (CRD# 3067322) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Chesterfield, MO and has over 23 years of experience in the finance industry.
Eddie Barber (CRD# 2313762) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Salt Lake City, UT and has over 28 years of experience in the finance industry.
Jannine Barbosa (CRD# 4723222) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Middletown, NY and has over 15 years of experience in the finance industry.
Robert Bartenstein (CRD# 2503260) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Diego, CA and has over 28 years of experience in the finance industry.
Steven Battel (CRD# 2505515) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Paramus, NJ and has over 24 years of experience in the finance industry.
Benjamin Belanger (CRD# 5293459) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Peoria, AZ and has over 15 years of experience in the finance industry.
Gregory Billow (CRD# 1526780) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Slc, UT and has over 36 years of experience in the finance industry.