Brian Brubaker, financial advisor Austin TX

Brian Brubaker

CRD Number: 7070117
Current Firm: Kestra Advisory Services, LLC

Brian Brubaker (CRD# 7070117) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 3 years of experience in the finance industry.

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Kestra Advisory Services, LLC
Company Name Location Dates Years
Kestra Advisory Services, LLC Centennial, CO Aug 2019 - Current 3
Kestra Investment Services, LLC Centennial, CO May 2019 - Current 3
Self-employeed Manhattan Beach, CA May 2006 - Apr 2019 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Brian J. Brubaker
Phone Number: 8445537872
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    45,081
    MILLIONS
  • Total Number of Accounts
    127,790
    ACCOUNTS
  • Average Account Value
    $352,772
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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