Financial ADVSR advisor directory · SEC adviser records
Kestra Advisory Services, LLC financial advisors in Orlando, FL
Every SEC-registered investment adviser representative at a Kestra Advisory Services, LLC office in Orlando, A to Z.
8 registered advisors work at Kestra Advisory Services, LLC in Orlando, out of 1,429 at the firm nationwide; it ranks number 30 in the city by advisors. 1 list the CFP designation and 7 are also registered broker representatives.
Kestra Advisory Services, LLC advisors in Orlando, A to Z
Every Kestra Advisory Services, LLC advisor →- Charles W. AllenAlso a broker rep
- Samuel CollinsInvestment adviser rep
- Ryan P. EvansCertified Financial Planner · Also a broker rep
- James P. GerardChartered Financial Analyst · Also a broker rep
- Brendan M. LoflinAlso a broker rep
- Frank S. LovaglioAlso a broker rep
- Stephen L. YoungAlso a broker rep
- Keith T. ZdrowakAlso a broker rep
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 10Boca Raton, FL 9Encino, CA 9Lakewood, CO 9Paramus, NJ 9Plymouth, MN 9Bethesda, MD 8
Other firms in Orlando
All Orlando advisors →Charles Schwab & Co., Inc. 217Schwab Wealth Advisory, Inc. 188Merrill Lynch, Pierce, Fenner & Smith Incorporated 61International Assets Investment Management, LLC 58Truist Advisory Services, Inc. 56Morgan Stanley 51J.P. Morgan Securities LLC 42Raymond James Financial Services Advisors, Inc. 41Ameriprise Financial Services, LLC 36LPL Financial LLC 34Wells Fargo Clearing Services, LLC 33Florida Financial Advisors, LLC 31
Questions
How many financial advisors does Kestra Advisory Services, LLC have in Orlando?
8 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Orlando, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 1,429 nationwide. 1 list the CFP designation and 7 are also registered as broker representatives.
Is Kestra Advisory Services, LLC one of the largest advisor employers in Orlando?
Kestra Advisory Services, LLC ranks number 30 in Orlando by registered advisors; Charles Schwab & Co., Inc. has the most, with 217.
How do I check a Kestra Advisory Services, LLC advisor in Orlando?
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.