Frank
Evangelist
Kestra Advisory Services, LLC
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About this Advisor
Frank Evangelist is a financial advisor based in Walnut Creek, California, working with Kestra Advisory Services, LLC. Frank has previously held positions at Cynergy Financial, Nfp Advisor Services, Nfp California Insurance Services, Inc, Kestra Advisory Services, LLC, and Kestra Investment Services, LLC. Frank has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Frank is part of Kestra Advisory Services, LLC, which operates out of Walnut Creek, 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
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$48,324,319,629
1,266
140,425
$344,129
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
Frank Evangelist Work History
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Nfp California Insurance Services, Inc
Cynergy Financial
Nfp Advisor Services
Disclosures
Please visit the SEC profile of Frank Evangelist 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
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Austin, TX
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