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Financial ADVSR advisor directory · SEC adviser records

Kestra Advisory Services, LLC financial advisors in Boca Raton, FL

Every SEC-registered investment adviser representative at a Kestra Advisory Services, LLC office in Boca Raton, A to Z.

9 registered advisors work at Kestra Advisory Services, LLC in Boca Raton, out of 1,429 at the firm nationwide; it ranks number 30 in the city by advisors. 1 list the CFP designation and 9 are also registered broker representatives.

Kestra Advisory Services, LLC advisors in Boca Raton, A to Z

Every Kestra Advisory Services, LLC advisor →

Kestra Advisory Services, LLC advisors in every city and 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 advisors in other cities

Austin, TX 452Port Jefferson, NY 16Fairfield, NJ 13Fort Worth, TX 13Pittsburgh, PA 11Dallas, TX 10Denver, CO 10Freehold, NJ 10Tyler, TX 10Encino, CA 9Lakewood, CO 9Paramus, NJ 9Plymouth, MN 9Bethesda, MD 8Cincinnati, OH 8

Other firms in Boca Raton

All Boca Raton advisors →

Morgan Stanley 193Merrill Lynch, Pierce, Fenner & Smith Incorporated 112Wells Fargo Clearing Services, LLC 103Ameriprise Financial Services, LLC 99Raymond James & Associates, Inc. 59Nfsg Corporation 54LPL Financial LLC 48Wells Fargo Advisors Financial Network, LLC 41Equitable Advisors, LLC 39RBC Capital Markets, LLC 35Valic Financial Advisors, Inc. 35J.P. Morgan Securities LLC 34

Questions

How many financial advisors does Kestra Advisory Services, LLC have in Boca Raton?

9 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Boca Raton, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 1,429 nationwide. 1 list the CFP designation and 9 are also registered as broker representatives.

Is Kestra Advisory Services, LLC one of the largest advisor employers in Boca Raton?

Kestra Advisory Services, LLC ranks number 30 in Boca Raton by registered advisors; Morgan Stanley has the most, with 193.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.