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
Kelly Almonte (CRD# 4796791) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Cranston, RI and has over 17 years of experience in the finance industry.
Amber Andregg (CRD# 5623423) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 13 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 13 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 24 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 30 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 17 years of experience in the finance industry.
Robert Bartenstein (CRD# 2503260) 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.
Steven Battel (CRD# 2505515) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Paramus, NJ and has over 25 years of experience in the finance industry.
Jesse Bayarena (CRD# 4129147) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 24 years of experience in the finance industry.
James Beal (CRD# 3266608) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 24 years of experience in the finance industry.