Financial ADVSR advisor directory · SEC adviser records
Kestra Advisory Services, LLC financial advisors in Cincinnati, OH
Every SEC-registered investment adviser representative at a Kestra Advisory Services, LLC office in Cincinnati, A to Z.
5 registered advisors work at Kestra Advisory Services, LLC in Cincinnati, out of 1,429 at the firm nationwide; it ranks number 78 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.
Kestra Advisory Services, LLC advisors in Cincinnati, A to Z
Every Kestra Advisory Services, LLC advisor →- Robert IdolAlso a broker rep
- Melanie K. JacobsenAlso a broker rep
- Matthew J. LarmannChartered Financial Consultant · Also a broker rep
- Kevin WebbCertified Financial Planner · Also a broker rep
- James R. Winters Jr.Also 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 452Port Jefferson, NY 16Fairfield, NJ 13Fort Worth, TX 13Pittsburgh, PA 11Dallas, TX 10Denver, CO 10Freehold, NJ 10Tyler, TX 10Boca Raton, FL 9Encino, CA 9Lakewood, CO 9Paramus, NJ 9Plymouth, MN 9Bethesda, MD 8
Other firms in Cincinnati
All Cincinnati advisors →Strategic Advisers LLC 196UBS Financial Services Inc. 188Morgan Stanley 128Merrill Lynch, Pierce, Fenner & Smith Incorporated 118Fifth Third Securities, Inc. 92Touchstone Advisors Inc. 59Johnson Investment Counsel, Inc. 57Pfs Investments Inc. 56Wells Fargo Clearing Services, LLC 56Ameriprise Financial Services, LLC 51LPL Financial LLC 49Cambridge Investment Research Advisors, Inc. 44
Questions
How many financial advisors does Kestra Advisory Services, LLC have in Cincinnati?
5 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Cincinnati, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 1,429 nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.
Is Kestra Advisory Services, LLC one of the largest advisor employers in Cincinnati?
Kestra Advisory Services, LLC ranks number 78 in Cincinnati by registered advisors; Strategic Advisers LLC has the most, with 196.
How do I check a Kestra Advisory Services, LLC advisor in Cincinnati?
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.