Financial ADVSR advisor directory · SEC adviser records
Kestra Private Wealth Services, LLC financial advisors in Melbourne, FL
Every SEC-registered investment adviser representative at a Kestra Private Wealth Services, LLC office in Melbourne, A to Z.
4 registered advisors work at Kestra Private Wealth Services, LLC in Melbourne, out of 194 at the firm nationwide; it ranks number 19 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Kestra Private Wealth Services, LLC advisors in Melbourne, A to Z
Every Kestra Private Wealth Services, LLC advisor →- Brian W. LaughlinCertified Financial Planner · Also a broker rep
- Dennis W. LaughlinAlso a broker rep
- Eugene B. McCarthy IIIAlso a broker rep
- Samantha VerziAlso a broker rep
Kestra Private Wealth Services, LLC advisors in every city and 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 advisors in other cities
Austin, TX 77Salt Lake City, UT 8Sewickley, PA 7San Diego, CA 5Cranston, RI 4Middletown, NY 4Bloomfield Hills, MI 3Boca Raton, FL 3Brea, CA 3Chesterfield, MO 3Greenville, SC 3Plano, TX 3Roswell, GA 3Sandusky, OH 3Virginia Beach, VA 3
Other firms in Melbourne
All Melbourne advisors →Morgan Stanley 22Wells Fargo Advisors Financial Network, LLC 20LPL Financial LLC 18Wells Fargo Clearing Services, LLC 16Ameriprise Financial Services, LLC 13Raymond James & Associates, Inc. 13Raymond James Financial Services Advisors, Inc. 13Edward Jones 12Rossby Financial, LLC 11Kestra Advisory Services, LLC 10Stifel, Nicolaus & Company, Incorporated 10Truist Advisory Services, Inc. 9
Questions
How many financial advisors does Kestra Private Wealth Services, LLC have in Melbourne?
4 investment adviser representatives are registered at Kestra Private Wealth Services, LLC offices in Melbourne, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 194 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is Kestra Private Wealth Services, LLC one of the largest advisor employers in Melbourne?
Kestra Private Wealth Services, LLC ranks number 19 in Melbourne by registered advisors; Morgan Stanley has the most, with 22.
How do I check a Kestra Private Wealth Services, LLC advisor in Melbourne?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.