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Financial ADVSR advisor directory · SEC adviser records

Kestra Advisory Services, LLC financial advisors in Plano, TX

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

The short answer

4 registered advisors work at Kestra Advisory Services, LLC in Plano, out of 1,491 at the firm nationwide; it ranks number 47 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Kestra Advisory Services, LLC advisors in Plano, 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 480Port Jefferson, NY 20Pittsburgh, PA 15Fairfield, NJ 12Fort Worth, TX 12Frederick, MD 11Freehold, NJ 11Melbourne, FL 11Boca Raton, FL 10Dallas, TX 10Plymouth, MN 10Timonium, MD 10Orlando, FL 9Southbury, CT 9Atlanta, GA 8

Other firms in Plano

All Plano advisors →

Fisher Investments 2,081Vanguard Advisers, Inc. 247J.P. Morgan Securities LLC 235UBS Financial Services Inc. 57Strategic Advisers LLC 55Ameriprise Financial Services, LLC 53Morgan Stanley 46Edward Jones 39Transamerica Financial Advisors, LLC 35Charles Schwab & Co., Inc. 30LPL Enterprise, LLC 30LPL Financial LLC 30

Questions

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

4 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Plano, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 1,491 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 Plano?

Kestra Advisory Services, LLC ranks number 47 in Plano by registered advisors; Fisher Investments has the most, with 2,081.

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

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.