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Financial ADVSR advisor directory · SEC adviser records

Kestra Advisory Services, LLC financial advisors in Phoenix, AZ

Every SEC-registered investment adviser representative at a Kestra Advisory Services, LLC office in Phoenix, A to Z.

The short answer

2 registered advisors work at Kestra Advisory Services, LLC in Phoenix, out of 1,312 at the firm nationwide; it ranks number 62 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

Kestra Advisory Services, LLC advisors in Phoenix, A to Z

Every Kestra Advisory Services, LLC advisor →

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 417Port Jefferson, NY 14Fairfield, NJ 13Fort Worth, TX 12Pittsburgh, PA 11Denver, CO 10Freehold, NJ 10Tyler, TX 10Dallas, TX 9Lakewood, CO 9Paramus, NJ 9Plymouth, MN 9Bethesda, MD 8Boca Raton, FL 8Encino, CA 8

Other firms in Phoenix

All Phoenix advisors →

Charles Schwab & Co., Inc. 425Schwab Wealth Advisory, Inc. 257Foundations Investment Advisors LLC 120Cetera Investment Advisers LLC 96Merrill Lynch, Pierce, Fenner & Smith Incorporated 92J.P. Morgan Securities LLC 81Strategic Advisers LLC 61LPL Financial LLC 58UBS Financial Services Inc. 50Edelman Financial Engines 45Morgan Stanley 41Brookwood Investment Group 34

Questions

How many financial advisors does Kestra Advisory Services, LLC have in Phoenix?

2 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Phoenix, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 1,312 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Is Kestra Advisory Services, LLC one of the largest advisor employers in Phoenix?

Kestra Advisory Services, LLC ranks number 62 in Phoenix by registered advisors; Charles Schwab & Co., Inc. has the most, with 425.

How do I check a Kestra Advisory Services, LLC advisor in Phoenix?

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.