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Financial ADVSR advisor directory · SEC adviser records

Kestra Advisory Services, LLC financial advisors in Durham, NC

Every SEC-registered investment adviser representative at a Kestra Advisory Services, LLC office in Durham, A to Z.

The short answer

3 registered advisors work at Kestra Advisory Services, LLC in Durham, out of 1,312 at the firm nationwide; it ranks number 14 in the city by advisors. 3 list the CFP designation and 3 are also registered broker representatives.

Kestra Advisory Services, LLC advisors in Durham, A to Z

Every Kestra Advisory Services, LLC advisor →

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 9Bethesda, MD 8Boca Raton, FL 8Encino, CA 8

Other firms in Durham

All Durham advisors →

Strategic Advisers LLC 235Edward Jones 30Verity Asset Management 27Tiaa-Cref Individual & Institutional Services, LLC 20Valic Financial Advisors, Inc. 20Cetera Investment Advisers LLC 12Northwestern Mutual Investment Services, LLC 8Raymond James Financial Services Advisors, Inc. 8LPL Financial LLC 7Slp Wealth 7State Farm Investment Management Corp. 7Wells Fargo Clearing Services, LLC 6

Questions

How many financial advisors does Kestra Advisory Services, LLC have in Durham?

3 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Durham, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 1,312 nationwide. 3 list the CFP designation and 3 are also registered as broker representatives.

Is Kestra Advisory Services, LLC one of the largest advisor employers in Durham?

Kestra Advisory Services, LLC ranks number 14 in Durham by registered advisors; Strategic Advisers LLC has the most, with 235.

How do I check a Kestra Advisory Services, LLC advisor in Durham?

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.