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
Jeffrey Mramor (CRD# 4218842) 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.
Joshua Murphy (CRD# 5949411) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Diego, CA and has over 10 years of experience in the finance industry.
Krista Murray (CRD# 5047428) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Brea, CA and has over 18 years of experience in the finance industry.
Girish Navare (CRD# 5901641) 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.
Wesley Oglesby (CRD# 4444189) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Greenville, SC and has over 22 years of experience in the finance industry.
Kylee Oneil (CRD# 7020931) 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.
Joshua Paddock (CRD# 5259081) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Greenville, SC and has over 17 years of experience in the finance industry.
Austin Palmer (CRD# 3131011) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Huntersville, NC and has over 25 years of experience in the finance industry.
Justin Parker (CRD# 4364398) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Diego, CA and has over 19 years of experience in the finance industry.
Kimberly Peaker (CRD# 4846582) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Chesterfield, MO and has over 16 years of experience in the finance industry.