Financial ADVSR advisor directory · SEC adviser records
Kestra Advisory Services, LLC financial advisors in Frederick, MD
Every SEC-registered investment adviser representative at a Kestra Advisory Services, LLC office in Frederick, A to Z.
The short answer
10 registered advisors work at Kestra Advisory Services, LLC in Frederick, out of 1,312 at the firm nationwide; it ranks number 6 in the city by advisors. 3 list the CFP designation and 10 are also registered broker representatives.
Kestra Advisory Services, LLC advisors in Frederick, A to Z
Every Kestra Advisory Services, LLC advisor →- Zachary M. BradyAlso a broker rep
- Susan A. ClimeAlso a broker rep
- William M. CoffeyCertified Financial Planner · Also a broker rep
- Shane E. FrittsAlso a broker rep
- Frank A. JarboeCertified Financial Planner · Also a broker rep
- Eric M. JohnsonAlso a broker rep
- Ivan Magalhaes Dos SantosCertified Financial Planner · Also a broker rep
- Paul J. McArthurAlso a broker rep
- Melinda L. SchrumAlso a broker rep
- Nicholas SchwarzenbergAlso 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 11Freehold, NJ 10Melbourne, FL 10Plymouth, MN 10Boca Raton, FL 9Dallas, TX 9Lakewood, CO 8Orlando, FL 8Southbury, CT 8Tyler, TX 8Denver, CO 7
Other firms in Frederick
All Frederick advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 27Morgan Stanley 27Edward Jones 13LPL Financial LLC 11Turning Point Financial 11Osaic Wealth, Inc. 7PNC Wealth Management LLC 7Stifel, Nicolaus & Company, Incorporated 7Veridian Capital Partners 6Cambridge Investment Research Advisors, Inc. 5Founders Financial Securities LLC 5Pfs Investments Inc. 5
Questions
How many financial advisors does Kestra Advisory Services, LLC have in Frederick?
10 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Frederick, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 1,312 nationwide. 3 list the CFP designation and 10 are also registered as broker representatives.
Is Kestra Advisory Services, LLC one of the largest advisor employers in Frederick?
Kestra Advisory Services, LLC ranks number 6 in Frederick by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 27.
How do I check a Kestra Advisory Services, LLC advisor in Frederick?
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.