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
Samantha Verzi (CRD# 6104673) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Melbourne, FL and has over 8 years of experience in the finance industry.
Jose Vidueira (CRD# 2307554) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 30 years of experience in the finance industry.
Linda Vigil (CRD# 2990866) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 26 years of experience in the finance industry.
Mark Vigil (CRD# 2999210) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Carlsbad, CA and has over 26 years of experience in the finance industry.
Jack West (CRD# 1735378) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Brea, CA and has over 36 years of experience in the finance industry.
Matthew West (CRD# 2667878) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Roswell, GA and has over 28 years of experience in the finance industry.
Andrew Wilkins (CRD# 6018566) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Boca Raton, FL and has over 11 years of experience in the finance industry.
Randall Wilson (CRD# 1533900) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 37 years of experience in the finance industry.
Jeremy Wood (CRD# 5997603) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Salt Lake City, UT and has over 12 years of experience in the finance industry.
Jonathan Woods (CRD# 1671127) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Darien, CT and has over 35 years of experience in the finance industry.