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Financial ADVSR advisor directory · SEC adviser records

Kestra Advisory Services, LLC financial advisors in Dallas, TX

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

9 registered advisors work at Kestra Advisory Services, LLC in Dallas, out of 1,429 at the firm nationwide; it ranks number 74 in the city by advisors. 3 list the CFP designation and 9 are also registered broker representatives.

Kestra Advisory Services, LLC advisors in Dallas, 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 11Denver, CO 10Freehold, NJ 10Tyler, TX 10Boca Raton, FL 9Encino, CA 9Lakewood, CO 9Paramus, NJ 9Plymouth, MN 9Bethesda, MD 8Cincinnati, OH 8

Other firms in Dallas

All Dallas advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 233J.P. Morgan Securities LLC 228Morgan Stanley 226UBS Financial Services Inc. 137Goldman Sachs Wealth Services, L.P. 94Cetera Investment Advisers LLC 85Wells Fargo Clearing Services, LLC 83Rockefeller Financial LLC 78LPL Financial LLC 73Hilltop Securities Inc. 70Momentum Independent Network Inc. 69Strategic Advisers LLC 68

Questions

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

9 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 1,429 nationwide. 3 list the CFP designation and 9 are also registered as broker representatives.

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

Kestra Advisory Services, LLC ranks number 74 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 233.

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

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.