Financial ADVSR advisor directory · SEC adviser records
Kestra Advisory Services, LLC financial advisors in Oklahoma
Every SEC-registered investment adviser representative at a Kestra Advisory Services, LLC office in Oklahoma, by city and A to Z.
The short answer
3 registered advisors work at Kestra Advisory Services, LLC in Oklahoma, out of 1,312 nationwide; it's the firm's number 37 state by advisors, and the most are in Oklahoma City (3). 2 list the CFP designation and 3 are also registered broker representatives.
Kestra Advisory Services, LLC advisors by city in Oklahoma
Every firm in Oklahoma →Kestra Advisory Services, LLC advisors in Oklahoma, A to Z
Search by name →- David J. BugosOklahoma City · Certified Financial Planner
- Karen S. CunninghamOklahoma City · Chartered Financial Consultant
- Shamiah S. EvansOklahoma City · Certified Financial Planner
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 63California 57Maryland 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 3Rhode Island 3
Questions
How many Kestra Advisory Services, LLC financial advisors are in Oklahoma?
3 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 1,312 at the firm nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Where in Oklahoma does Kestra Advisory Services, LLC have the most advisors?
Oklahoma City, with 3. Kestra Advisory Services, LLC has advisors in 1 city in Oklahoma.
How do I check a Kestra Advisory Services, LLC advisor in Oklahoma?
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.