Kestra Private Wealth Services, LLC
Kestra Private Wealth Services, LLC (CRD# 155193) is a financial advisory firm headquartered in Austin, TX. They manage $4,480,017,320 in 14,374 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management4,480MILLION
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Total Number of Accounts14,374ACCOUNTS
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Average Account Value$311,675
- 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
Benjamin Belanger (CRD# 5293459) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 16 years of experience in the finance industry.
Gregory Billow (CRD# 1526780) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Slc, UT and has over 37 years of experience in the finance industry.
Tyler Bolyard (CRD# 5983044) 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.
Jeffrey Boudjouk (CRD# 3068820) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Cranston, RI and has over 25 years of experience in the finance industry.
David Brandt (CRD# 3098156) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 25 years of experience in the finance industry.
Keith Brandt (CRD# 1130422) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 40 years of experience in the finance industry.
Jason Buckley (CRD# 5746084) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Greenville, SC and has over 14 years of experience in the finance industry.
Dee Buckminster (CRD# 4230591) 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.
Zachary Butler (CRD# 4458579) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Palatine, IL and has over 22 years of experience in the finance industry.
David Carlock (CRD# 5040696) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Antonio, TX and has over 18 years of experience in the finance industry.