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
Bradley Saunders (CRD# 2124042) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Brea, CA and has over 33 years of experience in the finance industry.
Robert Searle (CRD# 5812556) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Burlington, MA and has over 9 years of experience in the finance industry.
Michael Sharber (CRD# 6695232) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Auburn Hills, MI and has over 7 years of experience in the finance industry.
Deborah Shuster (CRD# 727982) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Cranston, RI and has over 43 years of experience in the finance industry.
Elizabeth Skrinak (CRD# 4518754) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Sandusky, OH and has over 21 years of experience in the finance industry.
Charles Smith (CRD# 5047699) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Greenville, SC and has over 18 years of experience in the finance industry.
Jeffrey Smith (CRD# 4330580) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Bloomfield Hills, MI and has over 15 years of experience in the finance industry.
Joshua Smith (CRD# 5151054) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Plano, TX and has over 17 years of experience in the finance industry.
Richard Smith (CRD# 1234498) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Cordele, GA and has over 40 years of experience in the finance industry.
Scott Stevens (CRD# 6618871) 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.