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
Serena Kokka (CRD# 3274215) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Diego, CA and has over 22 years of experience in the finance industry.
Daniel Kraus (CRD# 5663519) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Chesterfield, MO and has over 12 years of experience in the finance industry.
William Krivicich (CRD# 2059402) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Middletown, NY and has over 23 years of experience in the finance industry.
Anthony Landi (CRD# 2865410) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Cranston, RI and has over 25 years of experience in the finance industry.
Brian Laughlin (CRD# 2621524) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Melbourne, FL and has over 26 years of experience in the finance industry. Brian Laughlin 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.
Dennis Laughlin (CRD# 1230817) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Melbourne, FL and has over 38 years of experience in the finance industry.
Julie-anne Lewis (CRD# 4311609) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Middleburg, VA and has over 21 years of experience in the finance industry.
Craig Martucci (CRD# 3056333) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Salt Lake City, UT and has over 23 years of experience in the finance industry.
Timothy McCandless (CRD# 6402147) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 7 years of experience in the finance industry.
Eugene McCarthy (CRD# 3060295) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Melbourne, FL and has over 23 years of experience in the finance industry.