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Financial ADVSR advisor directory · SEC adviser records

Kestra Advisory Services, LLC financial advisors in Newtown, PA

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

The short answer

3 registered advisors work at Kestra Advisory Services, LLC in Newtown, out of 1,312 at the firm nationwide; it ranks number 24 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

Kestra Advisory Services, LLC advisors in Newtown, 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 Newtown

All Newtown advisors →

UBS Financial Services Inc. 18Main Street Financial Solutions, LLC 17Raymond James & Associates, Inc. 16Cambridge Investment Research Advisors, Inc. 12Insight Advisors, LLC 9Rockefeller Capital Management 9Osaic Wealth, Inc. 7Edward Jones 6Innova Wealth Partners, LLC 6Lri Investments 6Pw Nova Financial Services LLC 6Brick & Kyle Associates Inc. 5

Questions

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

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

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

Kestra Advisory Services, LLC ranks number 24 in Newtown by registered advisors; UBS Financial Services Inc. has the most, with 18.

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

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.