Kestra Private Wealth Services, LLC
Kestra Private Wealth Services, LLC (CRD# 155193) is a financial advisory firm headquartered in Austin, TX. They manage $7,299,740,131 in 21,652 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management7,300MILLION
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Total Number of Accounts21,652ACCOUNTS
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Average Account Value$337,139
- 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
Merritt Hicks (CRD# 1811093) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 34 years of experience in the finance industry.
Theodore Horowitz (CRD# 2529174) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 29 years of experience in the finance industry.
Christina Hospedales (CRD# 6483537) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Brea, CA and has over 7 years of experience in the finance industry.
Richard Howells (CRD# 4612548) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Antonio, TX and has over 21 years of experience in the finance industry.
Nancy Hurst (CRD# 867686) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Paramus, NJ and has over 42 years of experience in the finance industry.
Tf Jenkins (CRD# 5298129) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 16 years of experience in the finance industry.
Tim Jenkins (CRD# 730581) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Ponte Vedra Beach, FL and has over 42 years of experience in the finance industry.
David Johnston (CRD# 726847) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 43 years of experience in the finance industry.
Keith Johnston (CRD# 6373132) 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.
Klinton Kennedy (CRD# 5732837) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Ogden, UT and has over 14 years of experience in the finance industry.