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Financial ADVSR advisor directory · SEC adviser records

Kestra Investment Management, LLC. financial advisors in Austin, TX

Every SEC-registered investment adviser representative at a Kestra Investment Management, LLC. office in Austin, A to Z.

The short answer

7 registered advisors work at Kestra Investment Management, LLC. in Austin, out of 7 at the firm nationwide; it ranks number 67 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Kestra Investment Management, LLC. advisors in Austin, A to Z

Every Kestra Investment Management, LLC. advisor →

Kestra Investment Management, LLC. advisors in every city and state →Kestra Investment Management, LLC.: assets, clients and custodians →Kestra news and advisor moves →Advisor Moves: who changed firms this week →

Other firms in Austin

All Austin advisors →

Kestra Advisory Services, LLC 417Dimensional Fund Advisors LP 210Charles Schwab & Co., Inc. 203Merrill Lynch, Pierce, Fenner & Smith Incorporated 125J.P. Morgan Securities LLC 118LPL Financial LLC 112Morgan Stanley 10449 Financial 99Wells Fargo Clearing Services, LLC 97Strategic Advisers LLC 86Edward Jones 72Kestra Private Wealth Services, LLC 69

Questions

How many financial advisors does Kestra Investment Management, LLC. have in Austin?

7 investment adviser representatives are registered at Kestra Investment Management, LLC. offices in Austin, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is Kestra Investment Management, LLC. one of the largest advisor employers in Austin?

Kestra Investment Management, LLC. ranks number 67 in Austin by registered advisors; Kestra Advisory Services, LLC has the most, with 417.

How do I check a Kestra Investment Management, LLC. advisor in Austin?

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 Investment Management, 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.