Financial ADVSR advisor directory · SEC adviser records
Kestra Advisory Services, LLC financial advisors in South Burlington, VT
Every SEC-registered investment adviser representative at a Kestra Advisory Services, LLC office in South Burlington, A to Z.
The short answer
4 registered advisors work at Kestra Advisory Services, LLC in South Burlington, out of 1,312 at the firm nationwide; it ranks number 6 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Kestra Advisory Services, LLC advisors in South Burlington, A to Z
Every Kestra Advisory Services, LLC advisor →- Timothy L. CopeAlso a broker rep
- Marc V. FragolaCertified Financial Planner · Also a broker rep
- John T. ServinAlso a broker rep
- Phoenix E. SuskinAlso 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 South Burlington
All South Burlington advisors →LPL Financial LLC 10Ameriprise Financial Services, LLC 6UBS Financial Services Inc. 6Edward Jones 4Intrack Investment Management, Inc. 4Pathway Financial Advisors, LLC 4Broadlake Financial Management 3Charles Schwab & Co., Inc. 3Commonwealth Financial Network 3Emg 3Quantum Leap Capital, LLC 3
Questions
How many financial advisors does Kestra Advisory Services, LLC have in South Burlington?
4 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in South Burlington, Vermont, according to the SEC's Investment Adviser Public Disclosure records, out of 1,312 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is Kestra Advisory Services, LLC one of the largest advisor employers in South Burlington?
Kestra Advisory Services, LLC ranks number 6 in South Burlington by registered advisors; LPL Financial LLC has the most, with 10.
How do I check a Kestra Advisory Services, LLC advisor in South Burlington?
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.