Thomas
Obrien
Kestra Advisory Services, LLC
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About this Advisor
Thomas Obrien is a financial advisor who works out of Phoenix, Arizona with a total of 4 years of industry experience. Obrien is an employee of Kestra Advisory Services, LLC. Obrien has gained experience at Nationwide Advisory Services, Nationwide Insurance/Richard Kelly, Kestra Investment Services, LLC, Kestra Advisory Services, LLC, Oneamerica Securities, American United Life and O'Brien Insurance And Financial Services. Obrien has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona. Kestra Advisory Services, LLC is a financial advisory firm operating out of Austin, TX. It has offices in 544 locations and a total of 1,311 advisors. It manages $42 billion in total assets across its 140,407 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 132 charities and foundations. Of its 140,407 accounts, 17% are associated with high-net-worth investors who have greater than $1 million in assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules depend on which services the firm provides the client. Fee types billed by Kestra Advisory Services, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Thomas Obrien Work History
Thomas has been registered as a financial advisor for 4 years.*
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Oneamerica Securities
American United Life
O'Brien Insurance And Financial Services
Nationwide Advisory Services
Nationwide Insurance/Richard Kelly
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Obrien to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kestra Advisory Services, LLC
Pittsburgh, PA
Austin, TX
Grand Rapids, MI
Austin, TX
Cushing, TX
Austin, TX
Charlotte, NC
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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