Financial ADVSR advisor directory · SEC adviser records
Kestra Advisory Services, LLC financial advisors in Columbus, OH
Every SEC-registered investment adviser representative at a Kestra Advisory Services, LLC office in Columbus, A to Z.
3 registered advisors work at Kestra Advisory Services, LLC in Columbus, out of 1,429 at the firm nationwide; it ranks number 76 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.
Kestra Advisory Services, LLC advisors in Columbus, A to Z
Every Kestra Advisory Services, LLC advisor →- John DobiesAlso a broker rep
- Michelle M. MerkelCertified Financial Planner · Also a broker rep
- Tyler SchlaterCertified Financial Planner · 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 Columbus
All Columbus advisors →J.P. Morgan Securities LLC 354Nationwide Investment Advisors, LLC 341Morgan Stanley 131Ameriprise Financial Services, LLC 109Merrill Lynch, Pierce, Fenner & Smith Incorporated 89Hamilton Capital 54Strategic Advisers LLC 36Voya Financial Advisors, Inc. 36UBS Financial Services Inc. 33LPL Financial LLC 30LPL Enterprise, LLC 22Park Avenue Securities LLC 22
Questions
How many financial advisors does Kestra Advisory Services, LLC have in Columbus?
3 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Columbus, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 1,429 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Is Kestra Advisory Services, LLC one of the largest advisor employers in Columbus?
Kestra Advisory Services, LLC ranks number 76 in Columbus by registered advisors; J.P. Morgan Securities LLC has the most, with 354.
How do I check a Kestra Advisory Services, LLC advisor in Columbus?
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.