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).
-
Total Assets Under Management7,300MILLION
-
Total Number of Accounts21,652ACCOUNTS
-
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
Morris Symson (CRD# 441596) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 38 years of experience in the finance industry.
Jonathan Teal (CRD# 4695831) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 20 years of experience in the finance industry.
Brian Thomas (CRD# 4243411) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Bloomfield Hills, MI and has over 23 years of experience in the finance industry.
Adam Tolle (CRD# 6895699) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Blackshear, GA and has over 5 years of experience in the finance industry.
David Tovey (CRD# 5169906) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 17 years of experience in the finance industry.
Bryant Trombly (CRD# 5737145) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 14 years of experience in the finance industry.
Nancy Tuininga (CRD# 4304343) 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.
Glen Turner (CRD# 2503850) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Boca Raton, FL and has over 29 years of experience in the finance industry.
Walter Valenzuela (CRD# 2280224) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Diego, CA and has over 30 years of experience in the finance industry.
Samantha Verzi (CRD# 6104673) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 8 years of experience in the finance industry.