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Financial ADVSR advisor directory · SEC adviser records

Kestra Advisory Services, LLC financial advisors in Doylestown, PA

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

4 registered advisors work at Kestra Advisory Services, LLC in Doylestown, out of 1,429 at the firm nationwide; it ranks number 13 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.

Kestra Advisory Services, LLC advisors in Doylestown, 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 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 Doylestown

All Doylestown advisors →

Wells Fargo Clearing Services, LLC 28LPL Financial LLC 24Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Wells Fargo Advisors Financial Network, LLC 18Commonwealth Financial Network 13Raymond James & Associates, Inc. 13Creative Planning 7Great Valley Advisor Group, LLC 7Pfs Investments Inc. 6Alden Investment Group 5Ameriprise Financial Services, LLC 5Clear Capital Management LP 4

Questions

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

4 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Doylestown, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 1,429 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.

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

Kestra Advisory Services, LLC ranks number 13 in Doylestown by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 28.

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

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.