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Kestra Advisory Services, Llc
Austin, Texas
2.2
15 Reviews
Kestra Advisory Services, LLC is a reputable national investment advisory firm headquartered in Austin, TX. With a vast network of 545 offices spread across the country, the company operates on a grand scale. As a major player in the industry, Kestra Advisory Services employs a dedicated team of 1,311 professionals, all committed to delivering top-notch investment advisory services.
With an impressive average of approximately $31,880,000 in assets under management per investment advisor, Kestra Advisory Services ensures that its clients' financial portfolios are in capable hands. Their compensation structure is flexible, offering...see more
Assets Under Mgmt
$41.8B
Investment Professionals
1311
Locations
544
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Disclosures
- Do any of the events below involve you or any of your supervised persons?
- Convicted or guilty of a felony (10 yrs)
- SEC or CFTC found with a false statement or omission
- SEC or CFTC violation of regulation or statutes
- SEC or CFTC entered an order against you in connection to investment related activities
- SEC or CFTC imposed civil money penalty or cease and desist from an activity
- Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
- Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
- Self-regulatory organization found you made a false statement or omission
- Found to have been involved in a violation of self-regulatory organizations rules
- Disciplined by self-regulatory organization or commodities exchange
Reviews for Kestra Advisory Services, Llc
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