Kestra Advisory Services, LLC
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About this Advisor
George Alexander is an advisor based in San Diego, California. Currently a registered advisor at Kestra Advisory Services, LLC, Alexander has a notable 34 years of work experience as a financial advisor. Alexander has Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Alexander can act as a financial advisor in California. Their career trajectory has included roles at George D Alexander (Self-Employed, Mass Mutual, Partners Securities, Inc, Ifg/Russell Advisors, Inc and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is based out of San Diego, California, and operates out of 513 other locations in the United States. Overall, Kestra Advisory Services, LLC manages $20 billion in assets dispersed across 75,277 client accounts and employs more than 1,231 people. The firm's total assets under management places it among the largest financial advisory firms in the United States. The firm manages 53,194 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 12% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Kestra Advisory Services, LLC offers financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Kestra Advisory Services, LLC Brokerage Details
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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
George Alexander Work History
George has 34 years of experience.
Kestra Financial Services, Inc
Ifg/Russell Advisors, Inc
Partners Securities, Inc
George D Alexander (Self-Employed
George Alexander has no disclosures.
Please visit their SEC profile for more details.