April
Anekboon

Kestra Advisory Services, LLC

CRD#6884589
Investment Advisor
in Encino, CA

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About this Advisor

April Anekboon is a financial advisor based in Encino, California, working with Kestra Advisory Services, LLC. April has previously held positions at Zuckerman Private Wealth Management and Kestra Investment Services LLC. April has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, April is part of Kestra Advisory Services, LLC, which operates out of Encino, California. The firm has 544 offices and 1,266 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6345 Balboa Blvd Suite 290
Encino, CA 91316

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$48,324,319,629

CA Average: $3,042,739,679
Total Number of Employees

1,266

CA Average: 49
Total Number of Accounts

140,425

CA Average: 2,315
Average Account Size

$344,129

CA Average: $1,314,358

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

April Anekboon Work History

2019 - Present (5 years)

Kestra Investment Services LLC

2017 - 2019 (2 years)

Zuckerman Private Wealth Management

Disclosures

Please visit the SEC profile of April Anekboon 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

Paul Rogers
Mckinney, TX
Joseph Kamon
Pittsburgh, PA
Jeffrey Lown
Austin, TX
Noah Gonzalez
Austin, TX
Nicholas Castricone
Willowbrook, IL
Jaclyn Martin
Pittsburgh, PA
Phoenix Suskin
South Burlington, VT
Laura Sendldorfer
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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