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Financial ADVSR advisor directory · SEC adviser records

Kestra Private Wealth Services, LLC financial advisors in San Diego, CA

Every SEC-registered investment adviser representative at a Kestra Private Wealth Services, LLC office in San Diego, A to Z.

The short answer

7 registered advisors work at Kestra Private Wealth Services, LLC in San Diego, out of 184 at the firm nationwide; it ranks number 69 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.

Kestra Private Wealth Services, LLC advisors in San Diego, A to Z

Every Kestra Private Wealth Services, LLC advisor →

Kestra Private Wealth Services, LLC advisors in every city and state →Kestra Private Wealth Services, LLC: assets, clients and custodians →Kestra news and advisor moves →Advisor Moves: who changed firms this week →

Kestra Private Wealth Services, LLC advisors in other cities

Austin, TX 61Sewickley, PA 8Salt Lake City, UT 6Greenville, SC 5Cranston, RI 4Melbourne, FL 4Ogden, UT 4Roswell, GA 4Sandusky, OH 4Zanesville, OH 4Arlington, VA 3Auburn Hills, MI 3Blackshear, GA 3Bloomfield Hills, MI 3Burlington, MA 3

Other firms in San Diego

All San Diego advisors →

LPL Financial LLC 742Wells Fargo Clearing Services, LLC 167Morgan Stanley 150Merrill Lynch, Pierce, Fenner & Smith Incorporated 138UBS Financial Services Inc. 118Strategic Advisers LLC 112Cetera Investment Advisers LLC 104J.P. Morgan Securities LLC 104Park Avenue Securities LLC 71Independent Financial Group, LLC 66Commonwealth Financial Network 62Madison Avenue Securities, LLC 61

Questions

How many financial advisors does Kestra Private Wealth Services, LLC have in San Diego?

7 investment adviser representatives are registered at Kestra Private Wealth Services, LLC offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 184 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.

Is Kestra Private Wealth Services, LLC one of the largest advisor employers in San Diego?

Kestra Private Wealth Services, LLC ranks number 69 in San Diego by registered advisors; LPL Financial LLC has the most, with 742.

How do I check a Kestra Private Wealth 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 Private Wealth 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.