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
David Combs (CRD# 2738188) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Roswell, GA and has over 27 years of experience in the finance industry.
Lauren Davis (CRD# 4480490) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 22 years of experience in the finance industry.
Thomas Davis (CRD# 1162602) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Brea, CA and has over 40 years of experience in the finance industry.
Bryce Decker (CRD# 7009676) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 5 years of experience in the finance industry.
Garren Decker (CRD# 1961005) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 34 years of experience in the finance industry.
Nadia Dickinson (CRD# 1414700) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Lancaster, CA and has over 28 years of experience in the finance industry.
Luis Dolan (CRD# 4470577) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 11 years of experience in the finance industry.
Brian Duttera (CRD# 1663644) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Sandusky, OH and has over 36 years of experience in the finance industry.
Kevin Foote (CRD# 4426221) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Diego, CA and has over 21 years of experience in the finance industry.
Stephanie Fratoe (CRD# 5772252) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 12 years of experience in the finance industry.