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
Mark Yadron (CRD# 1520648) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 28 years of experience in the finance industry.
David Yee (CRD# 2512755) 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.
Robert Yevchak (CRD# 1912699) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Paramus, NJ and has over 30 years of experience in the finance industry.
Jody Zirn (CRD# 2634404) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Stuart, FL and has over 20 years of experience in the finance industry.
Jordan Beard (CRD# 7588378) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Huntersville, NC and has 1 year of experience in the finance industry.
Kella Bell (CRD# 7622251) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has 1 year of experience in the finance industry.
Jynnifer Bowyer (CRD# 5317390) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 15 years of experience in the finance industry.
Sarah Degraw (CRD# 7221386) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Middletown, NY and has over 3 years of experience in the finance industry.
Jacob Evors (CRD# 7569974) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has 1 year of experience in the finance industry.
Sandi Hickman (CRD# 6961986) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Virginia Beach, VA and has over 3 years of experience in the finance industry.