Kestra Private Wealth Services, LLC
Kestra Private Wealth Services, LLC (CRD# 155193) is a financial advisory firm headquartered in Austin, TX. They manage $7,299,740,131 in 21,652 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management7,300MILLION
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Total Number of Accounts21,652ACCOUNTS
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Average Account Value$337,139
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Ricardo Montejano (CRD# 1275284) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Clinton, MT and has over 39 years of experience in the finance industry.
Angela Moore (CRD# 4654307) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Roswell, GA and has over 14 years of experience in the finance industry.
Jeffrey Mramor (CRD# 4218842) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 23 years of experience in the finance industry.
Joshua Murphy (CRD# 5949411) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 10 years of experience in the finance industry.
Krista Murray (CRD# 5047428) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Brea, CA and has over 18 years of experience in the finance industry.
Girish Navare (CRD# 5901641) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 13 years of experience in the finance industry.
Wesley Oglesby (CRD# 4444189) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 22 years of experience in the finance industry.
Joshua Paddock (CRD# 5259081) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 17 years of experience in the finance industry.
Austin Palmer (CRD# 3131011) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Huntersville, NC and has over 25 years of experience in the finance industry.
Justin Parker (CRD# 4364398) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 20 years of experience in the finance industry.