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Financial ADVSR advisor directory · SEC adviser records

Kestra Private Wealth Services, LLC financial advisors in Burlington, MA

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

The short answer

2 registered advisors work at Kestra Private Wealth Services, LLC in Burlington, out of 184 at the firm nationwide; it ranks number 13 in the city by advisors. 2 list the CFP designation and 2 are also registered broker representatives.

Kestra Private Wealth Services, LLC advisors in Burlington, 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 4Roswell, GA 4Sandusky, OH 4Zanesville, OH 4Arlington, VA 3Auburn Hills, MI 3Blackshear, GA 3Bloomfield Hills, MI 3

Other firms in Burlington

All Burlington advisors →

Strategic Advisers LLC 46Merrill Lynch, Pierce, Fenner & Smith Incorporated 36Valic Financial Advisors, Inc. 19Commonwealth Financial Network 12Charles Schwab & Co., Inc. 9Raymond James & Associates, Inc. 9Hornor, Townsend & Kent, LLC 8Edelman Financial Engines 6Rpg Family Wealth Advisory, LLC 6LPL Financial LLC 4Sequoia Financial Group, L.L.C. 4Cetera Investment Advisers LLC 3

Questions

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

2 investment adviser representatives are registered at Kestra Private Wealth Services, LLC offices in Burlington, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 184 nationwide. 2 list the CFP designation and 2 are also registered as broker representatives.

Is Kestra Private Wealth Services, LLC one of the largest advisor employers in Burlington?

Kestra Private Wealth Services, LLC ranks number 13 in Burlington by registered advisors; Strategic Advisers LLC has the most, with 46.

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

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.