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Financial ADVSR advisor directory · SEC adviser records

Kestra Advisory Services, LLC financial advisors in McKinney, TX

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

The short answer

4 registered advisors work at Kestra Advisory Services, LLC in McKinney, out of 1,312 at the firm nationwide; it ranks number 14 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Kestra Advisory Services, LLC advisors in McKinney, 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 418Port Jefferson, NY 17Pittsburgh, PA 15Fairfield, NJ 11Fort Worth, TX 11Frederick, MD 10Freehold, NJ 10Melbourne, FL 10Plymouth, MN 10Boca Raton, FL 9Dallas, TX 9Lakewood, CO 8Orlando, FL 8Southbury, CT 8Tyler, TX 8

Other firms in McKinney

All McKinney advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 36Edward Jones 25LPL Financial LLC 21State Farm Investment Management Corp. 15Strategic Advisers LLC 12J.P. Morgan Securities LLC 10Ameriprise Financial Services, LLC 9Corus Family Wealth Advisors, Inc. 7Tiaa-Cref Individual & Institutional Services, LLC 7Cetera Investment Advisers LLC 6Charles Schwab & Co., Inc. 5Wells Fargo Clearing Services, LLC 5

Questions

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

4 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in McKinney, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 1,312 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

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

Kestra Advisory Services, LLC ranks number 14 in McKinney by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 36.

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

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.