Financial ADVSR advisor directory · SEC adviser records
Kestra Advisory Services, LLC financial advisors in San Diego, CA
Every SEC-registered investment adviser representative at a Kestra Advisory Services, LLC office in San Diego, A to Z.
The short answer
3 registered advisors work at Kestra Advisory Services, LLC in San Diego, out of 1,312 at the firm nationwide; it ranks number 128 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Kestra Advisory Services, LLC advisors in San Diego, A to Z
Every Kestra Advisory Services, LLC advisor →- George D. AlexanderChartered Financial Consultant · Also a broker rep
- Christie CalivaAlso a broker rep
- Kai M. SwickAlso 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 San Diego
All San Diego advisors →LPL Financial LLC 743Wells Fargo Clearing Services, LLC 170Morgan Stanley 150Merrill Lynch, Pierce, Fenner & Smith Incorporated 131UBS Financial Services Inc. 121Strategic Advisers LLC 112Cetera Investment Advisers LLC 107J.P. Morgan Securities LLC 105Park Avenue Securities LLC 71Independent Financial Group, LLC 68Commonwealth Financial Network 62Madison Avenue Securities, LLC 60
Questions
How many financial advisors does Kestra Advisory Services, LLC have in San Diego?
3 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 1,312 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Kestra Advisory Services, LLC one of the largest advisor employers in San Diego?
Kestra Advisory Services, LLC ranks number 128 in San Diego by registered advisors; LPL Financial LLC has the most, with 743.
How do I check a Kestra Advisory Services, LLC advisor in San Diego?
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.