Financial ADVSR advisor directory · SEC adviser records
Kestra Advisory Services, LLC financial advisors in Bethesda, MD
Every SEC-registered investment adviser representative at a Kestra Advisory Services, LLC office in Bethesda, A to Z.
The short answer
8 registered advisors work at Kestra Advisory Services, LLC in Bethesda, out of 1,312 at the firm nationwide; it ranks number 33 in the city by advisors. 1 list the CFP designation and 7 are also registered broker representatives.
Kestra Advisory Services, LLC advisors in Bethesda, A to Z
Every Kestra Advisory Services, LLC advisor →- Keith J. BurgessInvestment adviser rep
- Michael L. HochAlso a broker rep
- Brian P. JarosinskiCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Rody M. NunezAlso a broker rep
- Michael OrleansAlso a broker rep
- Andrew H. PrevostAlso a broker rep
- Christopher M. RomanoAlso a broker rep
- Matthew G. SwansonAlso 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 417Port Jefferson, NY 14Fairfield, NJ 13Fort Worth, TX 12Pittsburgh, PA 11Denver, CO 10Freehold, NJ 10Tyler, TX 10Dallas, TX 9Lakewood, CO 9Paramus, NJ 9Plymouth, MN 9Boca Raton, FL 8Encino, CA 8Burr Ridge, IL 7
Other firms in Bethesda
All Bethesda advisors →Wells Fargo Advisors Financial Network, LLC 90Morgan Stanley 74Wells Fargo Clearing Services, LLC 51Chevy Chase Trust Company 41UBS Financial Services Inc. 35Ameriprise Financial Services, LLC 33Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Charles Schwab & Co., Inc. 25Wealthspire Retirement Advisory 25Eagle Strategies LLC 19Strategic Advisers LLC 18Asb Capital Management LLC 17
Questions
How many financial advisors does Kestra Advisory Services, LLC have in Bethesda?
8 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Bethesda, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 1,312 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 Bethesda?
Kestra Advisory Services, LLC ranks number 33 in Bethesda by registered advisors; Wells Fargo Advisors Financial Network, LLC has the most, with 90.
How do I check a Kestra Advisory Services, LLC advisor in Bethesda?
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.