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).

By the Numbers
  • Total Assets Under Management
    4,250
    MILLION
  • Total Number of Accounts
    11,518
    ACCOUNTS
  • Average Account Value
    $368,976
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
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.

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 Private Wealth Services, LLC
Showing 101 - 106 of 106 top financial advisors.
101
Sandi L. Hickman
CRD#: 6961986
606 Goldsboro Ave, Virginia Beach, VA 23451

Sandi Hickman (CRD# 6961986) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Virginia Beach, VA and has 1 year of experience in the finance industry.

102
Melissa M. Hintz
CRD#: 5494321
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX 78735

Melissa Hintz (CRD# 5494321) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 14 years of experience in the finance industry.

103
Sam Javanmard
CRD#: 6851821
23622 Calabasas Road, Suite 300, Calabasas, CA 91302

Sam Javanmard (CRD# 6851821) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Calabasas, CA and has over 2 years of experience in the finance industry.

104
Carlota A. Larson
CRD#: 6154929
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX 78735

Carlota Larson (CRD# 6154929) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 9 years of experience in the finance industry.

105
Craig A. Petrassi
CRD#: 2731212
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX 78735

Craig Petrassi (CRD# 2731212) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has 1 year of experience in the finance industry.

106
Gordon W. Reynolds
CRD#: 1852906
3075 N Swan, 105, Tucson, AZ 85712

Gordon Reynolds (CRD# 1852906) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Tucson, AZ and has over 23 years of experience in the finance industry. Gordon Reynolds 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.

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