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Financial ADVSR advisor directory · SEC adviser records

Kestra Advisory Services, LLC financial advisors in Richardson, TX

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

4 registered advisors work at Kestra Advisory Services, LLC in Richardson, out of 1,429 at the firm nationwide; it ranks number 16 in the city by advisors. 3 list the CFP designation and 4 are also registered broker representatives.

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

Other firms in Richardson

All Richardson advisors →

Ameriprise Financial Services, LLC 22Lemnis Capital 12Cetera Investment Advisers LLC 11J.P. Morgan Securities LLC 11State Farm Investment Management Corp. 11Edward Jones 9Generational Wealth Advisors 9Osaic Wealth, Inc. 8LPL Financial LLC 749 Financial 5Dhl Wealth Management LLC 5Orion Wealth Management LLC 5

Questions

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

4 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Richardson, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 1,429 nationwide. 3 list the CFP designation and 4 are also registered as broker representatives.

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

Kestra Advisory Services, LLC ranks number 16 in Richardson by registered advisors; Ameriprise Financial Services, LLC has the most, with 22.

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

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.