Financial ADVSR advisor directory · SEC adviser records
Kestra Advisory Services, LLC financial advisors in Fallbrook, CA
Every SEC-registered investment adviser representative at a Kestra Advisory Services, LLC office in Fallbrook, A to Z.
The short answer
3 registered advisors work at Kestra Advisory Services, LLC in Fallbrook, out of 1,312 at the firm nationwide; it ranks number 3 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Kestra Advisory Services, LLC advisors in Fallbrook, A to Z
Every Kestra Advisory Services, LLC advisor →- Mark D. ErwinChartered Financial Consultant · Also a broker rep
- James J. GalanteAlso a broker rep
- Megan E. JohnsonCertified 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 418Port Jefferson, NY 17Pittsburgh, PA 15Fairfield, NJ 11Fort Worth, TX 11Frederick, MD 10Freehold, NJ 10Melbourne, FL 10Plymouth, MN 10Boca Raton, FL 9Dallas, TX 9Lakewood, CO 8Orlando, FL 8Southbury, CT 8Tyler, TX 8
Other firms in Fallbrook
All Fallbrook advisors →Questions
How many financial advisors does Kestra Advisory Services, LLC have in Fallbrook?
3 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Fallbrook, California, according to the SEC's Investment Adviser Public Disclosure records, out of 1,312 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 Fallbrook?
Kestra Advisory Services, LLC ranks number 3 in Fallbrook by registered advisors; LPL Financial LLC has the most, with 4.
How do I check a Kestra Advisory Services, LLC advisor in Fallbrook?
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.