KESTRA INVESTMENT SERVICES, LLC

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
1,978
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
42046
Registered since
March 7, 1997

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 84
  • MICHAEL HANLEY

    President, CEOCRD 1308246

  • HEATHER DEAN

    Operations CoordinatorCRD 3048994

  • TODD ROBISON

    President, CEOCRD 2443377

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Contacts

3 of 1894
  • JASON HOOVER

    Financial AdvisorCRD 5928260

  • KAYTE DAINO

    Field AssistantCRD 6031894

  • MARK DORMIRE

    Vice PresidentCRD 4959390

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth