Financial ADVSR advisor directory · SEC adviser records
Kestra Advisory Services, LLC financial advisors in Mesa, AZ
Every SEC-registered investment adviser representative at a Kestra Advisory Services, LLC office in Mesa, A to Z.
3 registered advisors work at Kestra Advisory Services, LLC in Mesa, out of 1,429 at the firm nationwide; it ranks number 23 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Kestra Advisory Services, LLC advisors in Mesa, A to Z
Every Kestra Advisory Services, LLC advisor →- Daniel BendheimAlso a broker rep
- Samuel D. UdallAlso a broker rep
- Trace C. UdallCertified Financial Planner · Also a broker rep
Kestra Advisory Services, LLC advisors in every city and state →Kestra Advisory Services, LLC: assets, clients and custodians →Kestra news and advisor moves →Advisor Moves: who changed firms this week →
Kestra Advisory Services, LLC advisors in other cities
Austin, TX 452Port Jefferson, NY 16Fairfield, NJ 13Fort Worth, TX 13Pittsburgh, PA 11Dallas, TX 10Denver, CO 10Freehold, NJ 10Tyler, TX 10Boca Raton, FL 9Encino, CA 9Lakewood, CO 9Paramus, NJ 9Plymouth, MN 9Bethesda, MD 8
Other firms in Mesa
All Mesa advisors →Edward Jones 34LPL Financial LLC 21Public Safety Financial/Galloway 18J.P. Morgan Securities LLC 13Modern Wealth Management, LLC 13Merrill Lynch, Pierce, Fenner & Smith Incorporated 11State Farm Investment Management Corp. 10Wells Fargo Clearing Services, LLC 10Decisionpoint Financial, LLC 9Ae Wealth Management, LLC 8Raymond James Financial Services Advisors, Inc. 8Strategic Advisers LLC 8
Questions
How many financial advisors does Kestra Advisory Services, LLC have in Mesa?
3 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Mesa, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 1,429 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is Kestra Advisory Services, LLC one of the largest advisor employers in Mesa?
Kestra Advisory Services, LLC ranks number 23 in Mesa by registered advisors; Edward Jones has the most, with 34.
How do I check a Kestra Advisory Services, LLC advisor in Mesa?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Kestra Advisory Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.