KESTRA PRIVATE WEALTH SERVICES, LLC

AUSTIN, Texas·7 registered advisors·CRD# 155193
SEC# 801-7193642844-553-7872
01

Firm Overview

AUM
$7.3B
Regulatory assets under management
Employees
158
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at KESTRA PRIVATE WEALTH SERVICES, LLC

7 registered advisors
Eric Bart Nettere
SAN DIEGO, California
John Darold Simmons
SAN DIEGO, California
Mark Paul Schoenbeck
AUSTIN, Texas
Robert Mason Bartenstein
AUSTIN, Texas
Ross Gerard Wilkinson
SAN DIEGO, California
Serena Fanny Kokka
SAN DIEGO, California
Vinay Kant
AUSTIN, Texas
05

Office Locations

SAN DIEGO, California
4 advisors
AUSTIN, Texas
3 advisors

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Data sourced from SEC Form ADV filings. KESTRA PRIVATE WEALTH SERVICES, LLC (CRD# 155193) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.