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Financial ADVSR advisor directory · SEC adviser records

Kestra Advisory Services, LLC financial advisors in Vermont

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

The short answer

6 registered advisors work at Kestra Advisory Services, LLC in Vermont, out of 1,312 nationwide; it's the firm's number 30 state by advisors, and the most are in South Burlington (4). 1 list the CFP designation and 6 are also registered broker representatives.

Kestra Advisory Services, LLC advisors by city in Vermont

Every firm in Vermont →

South Burlington 4Waitsfield 1

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

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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 5Mississippi 4New Hampshire 4New Mexico 4Arkansas 3Nebraska 3Nevada 3Oklahoma 3Rhode Island 3

Questions

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

6 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Vermont, according to the SEC's Investment Adviser Public Disclosure records, out of 1,312 at the firm nationwide. 1 list the CFP designation and 6 are also registered as broker representatives.

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

South Burlington, with 4, then Waitsfield (1). Kestra Advisory Services, LLC has advisors in 2 cities in Vermont.

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

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.