Kestra Private Wealth Services, LLC

Kestra Private Wealth Services, LLC (CRD# 155193) is a financial advisory firm headquartered in Austin, TX. They manage $4,480,017,320 in 14,374 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,480
    MILLION
  • Total Number of Accounts
    14,374
    ACCOUNTS
  • Average Account Value
    $311,675
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
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 71 - 80 of 147 top financial advisors.
71
Jeffrey S. Mramor
CRD#: 4218842
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX 78735

Jeffrey Mramor (CRD# 4218842) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 23 years of experience in the finance industry.

72
Joshua B. Murphy
CRD#: 5949411
3570 Carmel Mountain Road, Suite 150, San Diego, CA 92130

Joshua Murphy (CRD# 5949411) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Diego, CA and has over 10 years of experience in the finance industry.

73
Krista F. Murray
CRD#: 5047428
3 Pointe Drive Suite 107, Brea, CA 92821

Krista Murray (CRD# 5047428) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Brea, CA and has over 18 years of experience in the finance industry.

74
Girish P. Navare
CRD#: 5901641
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX 78735

Girish Navare (CRD# 5901641) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 12 years of experience in the finance industry.

75
Wesley D. Oglesby
CRD#: 4444189
40 W Broad Street, Ste 510, Greenville, SC 29601

Wesley Oglesby (CRD# 4444189) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Greenville, SC and has over 22 years of experience in the finance industry.

76
Kylee A. Oneil
CRD#: 7020931
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX 78735

Kylee Oneil (CRD# 7020931) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 5 years of experience in the finance industry.

77
Joshua R. Paddock
CRD#: 5259081
116 N Markley Street, Ste 200, Greenville, SC 29601

Joshua Paddock (CRD# 5259081) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Greenville, SC and has over 17 years of experience in the finance industry.

78
Austin L. Palmer
CRD#: 3131011
13801 Reese Blvd W, Suite 110, Huntersville, NC 28078

Austin Palmer (CRD# 3131011) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Huntersville, NC and has over 25 years of experience in the finance industry.

79
Justin W. Parker
CRD#: 4364398
3570 Carmel Mountain Road, Suite 150, San Diego, CA 92130

Justin Parker (CRD# 4364398) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Diego, CA and has over 19 years of experience in the finance industry.

80
Kimberly M. Peaker
CRD#: 4846582
657 Spirit Airpark West Drive, Suite 104, Chesterfield, MO 63005

Kimberly Peaker (CRD# 4846582) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Chesterfield, MO and has over 16 years of experience in the finance industry.

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