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Financial ADVSR advisor directory · SEC adviser records

Kestra Advisory Services, LLC financial advisors in Oklahoma City, OK

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

The short answer

5 registered advisors work at Kestra Advisory Services, LLC in Oklahoma City, out of 1,312 at the firm nationwide; it ranks number 33 in the city by advisors. 3 list the CFP designation and 5 are also registered broker representatives.

Kestra Advisory Services, LLC advisors in Oklahoma City, 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 Oklahoma City

All Oklahoma City advisors →

Morgan Stanley 43Merrill Lynch, Pierce, Fenner & Smith Incorporated 32Bok Financial Securities, Inc. 30Osaic Wealth, Inc. 26LPL Financial LLC 25MML Investors Services, LLC 24Edward Jones 23Raymond James & Associates, Inc. 17Wells Fargo Clearing Services, LLC 17Cetera Investment Advisers LLC 15UBS Financial Services Inc. 15Plan Group Financial, Inc. 14

Questions

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

5 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Oklahoma City, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 1,312 nationwide. 3 list the CFP designation and 5 are also registered as broker representatives.

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

Kestra Advisory Services, LLC ranks number 33 in Oklahoma City by registered advisors; Morgan Stanley has the most, with 43.

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

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.