Financial ADVSR advisor directory · SEC adviser records
Kestra Private Wealth Services, LLC financial advisors in California
Every SEC-registered investment adviser representative at a Kestra Private Wealth Services, LLC office in California, by city and A to Z.
The short answer
11 registered advisors work at Kestra Private Wealth Services, LLC in California, out of 184 nationwide; it's the firm's number 3 state by advisors, and the most are in San Diego (7). 4 list the CFP designation and 8 are also registered broker representatives.
Kestra Private Wealth Services, LLC advisors by city in California
Every firm in California →Kestra Private Wealth Services, LLC advisors in California, A to Z
Search by name →- Nicholis BowserWestlake Village · Certified Financial Planner
- David J. BrandtBrea · Certified Financial Planner
- Nadia A. DickinsonLancaster
- Kevin W. FooteSan Diego
- Kristoffer N. FuCosta Mesa · Certified Financial Planner
- Dillon HakesSan Diego · Certified Financial Planner
- Christina E. HospedalesBrea
- Michael R. LoveSan Diego
- Dylan G. StaffordSan Diego
- Walter R. ValenzuelaSan Diego
- Jack C. WestBrea
Kestra Private Wealth Services, LLC advisors in every 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 in other states
Texas 67Ohio 14Georgia 12Utah 12Florida 10Pennsylvania 9Michigan 6Virginia 6North Carolina 5South Carolina 5New Jersey 4Rhode Island 4Arizona 3Massachusetts 3Missouri 3New York 3
Questions
How many Kestra Private Wealth Services, LLC financial advisors are in California?
11 investment adviser representatives are registered at Kestra Private Wealth Services, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 184 at the firm nationwide. 4 list the CFP designation and 8 are also registered as broker representatives.
Where in California does Kestra Private Wealth Services, LLC have the most advisors?
San Diego, with 7, then Brea (2). Kestra Private Wealth Services, LLC has advisors in 5 cities in California.
How do I check a Kestra Private Wealth 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 Private Wealth Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.