KESTRA INVESTMENT SERVICES, LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 42046
- Registered since
- March 7, 1997
- Website
- www.kestrafinancial.com
Firm profile
FINTRXOverview
Kestra Investment Services, LLC is organized as a limited liability company and is classified in the data as an independent broker-dealer. The FINTRX snapshot shows the entity was SEC-registered in 1997 and is owned by a domestic entity/individual structure. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser in the provided record. Specifics about fee models, client segments, advisory services, or day-to-day business activities were not supplied.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 84MICHAEL HANLEY
President, CEOCRD 1308246
HEATHER DEAN
Operations CoordinatorCRD 3048994
TODD ROBISON
President, CEOCRD 2443377
Contacts
3 of 1894JASON HOOVER
Financial AdvisorCRD 5928260
KAYTE DAINO
Field AssistantCRD 6031894
MARK DORMIRE
Vice PresidentCRD 4959390
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 5707 Southwest Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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