Financial ADVSR advisor directory · SEC adviser records
Kestra Private Wealth Services, LLC financial advisors in Arlington, VA
Every SEC-registered investment adviser representative at a Kestra Private Wealth Services, LLC office in Arlington, A to Z.
The short answer
3 registered advisors work at Kestra Private Wealth Services, LLC in Arlington, out of 184 at the firm nationwide; it ranks number 20 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Kestra Private Wealth Services, LLC advisors in Arlington, A to Z
Every Kestra Private Wealth Services, LLC advisor →- Jason R. LindnerAlso a broker rep
- Julia L. MaddenAlso a broker rep
- William P. MilbyCertified Financial Planner · Also a broker rep
Kestra Private Wealth Services, LLC advisors in every city and state →Kestra Private Wealth Services, LLC: assets, clients and custodians →Kestra news and advisor moves →Advisor Moves: who changed firms this week →
Kestra Private Wealth Services, LLC advisors in other cities
Austin, TX 61Sewickley, PA 8San Diego, CA 7Salt Lake City, UT 6Greenville, SC 5Cranston, RI 4Melbourne, FL 4Ogden, UT 4Roswell, GA 4Sandusky, OH 4Zanesville, OH 4Auburn Hills, MI 3Blackshear, GA 3Bloomfield Hills, MI 3Burlington, MA 3
Other firms in Arlington
All Arlington advisors →Strategic Advisers LLC 28Evermay Wealth Management, LLC 18First Command Advisory Services 7Homestead Advisers Corp. 7LPL Financial LLC 7Wells Fargo Clearing Services, LLC 7Merrill Lynch, Pierce, Fenner & Smith Incorporated 6Rockefeller Capital Management 6Broad Run Investment Management, LLC 5RBC Capital Markets, LLC 5State Farm Investment Management Corp. 5Omega Wealth Management LLC 4
Questions
How many financial advisors does Kestra Private Wealth Services, LLC have in Arlington?
3 investment adviser representatives are registered at Kestra Private Wealth Services, LLC offices in Arlington, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 184 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is Kestra Private Wealth Services, LLC one of the largest advisor employers in Arlington?
Kestra Private Wealth Services, LLC ranks number 20 in Arlington by registered advisors; Strategic Advisers LLC has the most, with 28.
How do I check a Kestra Private Wealth Services, LLC advisor in Arlington?
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 Private Wealth 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.