Christina
Hospedales
Kestra Private Wealth Services, LLC
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About this Advisor
Christina Hospedales is a financial advisor operating in Brea, California with a total of 6 years of relevant experience. Hospedales is an advisor for Kestra Private Wealth Services, LLC. During their career, Hospedales has held roles at Psm Private Wealth Management, LLC, Ocean View School District, New Horizon, Kestra Investment Services and Kestra Private Wealth Services. Hospedales holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Kestra Private Wealth Services, LLC is an advisory business headquartered in Austin, TX. The investment advisory business has offices in 42 locations and a total of 119 financial advisors. It handles $5 billion in assets among its 14,374 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 15 charitable organizations. Of its 14,374 accounts, 23% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business offers a wide assortment of services, such as 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 usually are based on the financial services offered. Fee types billed by Kestra Private Wealth Services, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Private Wealth Services, LLC Brokerage Details
$4,480,017,320
119
14,374
$311,675
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
Christina Hospedales Work History
Christina has been registered as a financial advisor for 6 years.*
Psm Private Wealth Management, LLC
Kestra Investment Services
Kestra Private Wealth Services
Ocean View School District
New Horizon
*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 Christina Hospedales 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 Private Wealth Services, LLC
Huntersville, NC
Brea, CA
Austin, TX
Brea, CA
Austin, TX
Austin, TX
Austin, TX
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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