Financial ADVSR advisor directory · SEC adviser records
Kestra Advisory Services, LLC financial advisors in Newbury Park, CA
Every SEC-registered investment adviser representative at a Kestra Advisory Services, LLC office in Newbury Park, A to Z.
The short answer
3 registered advisors work at Kestra Advisory Services, LLC in Newbury Park, out of 1,312 at the firm nationwide; it ranks number 1 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.
Kestra Advisory Services, LLC advisors in Newbury Park, A to Z
Every Kestra Advisory Services, LLC advisor →- Gregory F. LampAlso a broker rep
- Stephen R. ThomasCertified Financial Planner · Also a broker rep
- Kevin M. TolsmaCertified 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 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 Newbury Park
All Newbury Park advisors →Questions
How many financial advisors does Kestra Advisory Services, LLC have in Newbury Park?
3 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Newbury Park, California, according to the SEC's Investment Adviser Public Disclosure records, out of 1,312 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Is Kestra Advisory Services, LLC one of the largest advisor employers in Newbury Park?
Kestra Advisory Services, LLC ranks number 1 in Newbury Park by registered advisors, ahead of Thrivent Investment Management Inc. (3).
How do I check a Kestra Advisory Services, LLC advisor in Newbury Park?
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.