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Financial ADVSR advisor directory · SEC adviser records

Kestra Private Wealth Services, LLC financial advisors in Roswell, GA

Every SEC-registered investment adviser representative at a Kestra Private Wealth Services, LLC office in Roswell, A to Z.

The short answer

4 registered advisors work at Kestra Private Wealth Services, LLC in Roswell, out of 184 at the firm nationwide; it ranks number 12 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.

Kestra Private Wealth Services, LLC advisors in Roswell, A to Z

Every Kestra Private Wealth Services, LLC advisor →

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 61Sewickley, PA 8San Diego, CA 7Salt Lake City, UT 6Greenville, SC 5Cranston, RI 4Melbourne, FL 4Ogden, UT 4Sandusky, OH 4Zanesville, OH 4Arlington, VA 3Auburn Hills, MI 3Blackshear, GA 3Bloomfield Hills, MI 3Burlington, MA 3

Other firms in Roswell

All Roswell advisors →

Raymond James Financial Services Advisors, Inc. 15LPL Financial LLC 11Ameriprise Financial Services, LLC 9Edward Jones 7State Farm Investment Management Corp. 7Wells Fargo Clearing Services, LLC 7Wellspring Planning Group LLC 6Cetera Investment Advisers LLC 5Osaic Wealth, Inc. 5Strategic Advisers LLC 5Bella Wealth Management, LLC 4Journey Beyond Wealth 3

Questions

How many financial advisors does Kestra Private Wealth Services, LLC have in Roswell?

4 investment adviser representatives are registered at Kestra Private Wealth Services, LLC offices in Roswell, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 184 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 Roswell?

Kestra Private Wealth Services, LLC ranks number 12 in Roswell by registered advisors; Raymond James Financial Services Advisors, Inc. has the most, with 15.

How do I check a Kestra Private Wealth Services, LLC advisor in Roswell?

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.