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 registered as an independent broker-dealer and organized as an LLC. According to the FINTRX snapshot, the firm has been SEC-registered since 1997 and is classified as a domestic entity/individual ownership type. FINTRX classifies it as not acting as a capital allocator and not as an active ESG investor; fields for client base, fee structure, business activities, and advisory activities are not provided in the snapshot.
Assets & Accounts
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 87
Amy Mahon
Partner, COOCRD 5841642
Anne-day Mccabe
CEO & PartnerCRD 5130092
Ilona Friedman
Chief Executive OfficerCRD 5178523
Contacts
3 of 1899
Page Pittman
Managing PartnerCRD 5640735
Gary Kiemele
Managing Partner, Financial AdvisorCRD 5650837
Bret Whiteley
Senior Financial RepresentativeCRD 5653818
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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