Financial ADVSR advisor directory · SEC adviser records
Kestra Advisory Services, LLC financial advisors in Bellaire, TX
Every SEC-registered investment adviser representative at a Kestra Advisory Services, LLC office in Bellaire, A to Z.
The short answer
6 registered advisors work at Kestra Advisory Services, LLC in Bellaire, out of 1,312 at the firm nationwide; it ranks number 1 in the city by advisors. 4 list the CFP designation and 6 are also registered broker representatives.
Kestra Advisory Services, LLC advisors in Bellaire, A to Z
Every Kestra Advisory Services, LLC advisor →- Jacob M. LeonCertified Financial Planner, Personal Financial Specialist · Also a broker rep
- Michael J. LevyCertified Financial Planner · Also a broker rep
- Christopher J. MaurerCertified Financial Planner · Also a broker rep
- Malcolm B. PfenningerCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Gary R. SagarnagaAlso a broker rep
- Rex ZhaoAlso 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 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 Bellaire
All Bellaire advisors →Edward Jones 3Merrill Lynch, Pierce, Fenner & Smith Incorporated 3
Questions
How many financial advisors does Kestra Advisory Services, LLC have in Bellaire?
6 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Bellaire, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 1,312 nationwide. 4 list the CFP designation and 6 are also registered as broker representatives.
Is Kestra Advisory Services, LLC one of the largest advisor employers in Bellaire?
Kestra Advisory Services, LLC ranks number 1 in Bellaire by registered advisors, ahead of Edward Jones (3).
How do I check a Kestra Advisory Services, LLC advisor in Bellaire?
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.