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Financial ADVSR advisor directory · SEC adviser records

Kestra Advisory Services, LLC financial advisors in California

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

The short answer

51 registered advisors work at Kestra Advisory Services, LLC in California, out of 1,312 nationwide; it's the firm's number 6 state by advisors, and the most are in Encino (6). 13 list the CFP designation and 51 are also registered broker representatives.

Kestra Advisory Services, LLC advisors by city in California

Every firm in California →

Encino 6San Jose 4Calabasas 3Fallbrook 3Newbury Park 3San Diego 3Newport Beach 2Petaluma 2Pleasant Hill 2Santa Clarita 2Burbank 1Camarillo 1Canyon Country 1Castaic 1Cerritos 1Danville 1Davis 1Encinitas 1Glendale 1Goleta 1Lafayette 1Modesto 1Mountain View 1Orinda 1Oxnard 1Palo Alto 1Paso Robles 1Redlands 1Sacramento 1San Anselmo 1San Mateo 1Thousand Oaks 1Torrance 1Tustin 1Vallejo 1West Hills 1Westlake Village 1

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

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Kestra Advisory Services, LLC advisors in every 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 in other states

Texas 508New Jersey 66New York 66Florida 64Pennsylvania 63Maryland 41Illinois 37Ohio 30Arizona 28Massachusetts 28Michigan 28Colorado 27Minnesota 27North Carolina 23Connecticut 21Virginia 21Georgia 19Indiana 17South Carolina 15Missouri 14Tennessee 13Wisconsin 13Alabama 11Kansas 10Washington 10Kentucky 6Iowa 5Louisiana 5Vermont 5Mississippi 4New Hampshire 4New Mexico 4Arkansas 3Nebraska 3Nevada 3Oklahoma 3Rhode Island 3

Questions

How many Kestra Advisory Services, LLC financial advisors are in California?

51 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 1,312 at the firm nationwide. 13 list the CFP designation and 51 are also registered as broker representatives.

Where in California does Kestra Advisory Services, LLC have the most advisors?

Encino, with 6, then San Jose (4). Kestra Advisory Services, LLC has advisors in 37 cities in California.

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

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.