Financial ADVSR advisor directory · SEC adviser records
Kestra Advisory Services, LLC financial advisors in Alpharetta, GA
Every SEC-registered investment adviser representative at a Kestra Advisory Services, LLC office in Alpharetta, A to Z.
The short answer
4 registered advisors work at Kestra Advisory Services, LLC in Alpharetta, out of 1,312 at the firm nationwide; it ranks number 44 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Kestra Advisory Services, LLC advisors in Alpharetta, A to Z
Every Kestra Advisory Services, LLC advisor →- Steven B. GoldsteinCertified Financial Planner · Also a broker rep
- Kile E. LewisAlso a broker rep
- Clayton D. PondAlso a broker rep
- William J. ThompsonAlso 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 418Port Jefferson, NY 17Pittsburgh, PA 15Fairfield, NJ 11Fort Worth, TX 11Frederick, MD 10Freehold, NJ 10Melbourne, FL 10Plymouth, MN 10Boca Raton, FL 9Dallas, TX 9Lakewood, CO 8Orlando, FL 8Southbury, CT 8Tyler, TX 8
Other firms in Alpharetta
All Alpharetta advisors →Morgan Stanley 283Merit Financial Advisors 121Merrill Lynch, Pierce, Fenner & Smith Incorporated 86Wells Fargo Clearing Services, LLC 30Transamerica Financial Advisors, LLC 28LPL Financial LLC 27Ameriprise Financial Services, LLC 26Gibbs Wealth Management, LLC 26Raymond James & Associates, Inc. 24Truist Advisory Services, Inc. 22Strategic Advisers LLC 21Wells Fargo Advisors Financial Network, LLC 17
Questions
How many financial advisors does Kestra Advisory Services, LLC have in Alpharetta?
4 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Alpharetta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 1,312 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is Kestra Advisory Services, LLC one of the largest advisor employers in Alpharetta?
Kestra Advisory Services, LLC ranks number 44 in Alpharetta by registered advisors; Morgan Stanley has the most, with 283.
How do I check a Kestra Advisory Services, LLC advisor in Alpharetta?
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.