George
Alexander

Kestra Advisory Services, LLC

CRD#1064830
Investment Advisor
in San Diego, CA
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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

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

34 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

3838 Camino Del Rio North Suite 150
San Diego, CA 92108

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$20,417,813,140

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

1,231

CA Average: 49
Total Number of Accounts

75,277

CA Average: 2,315
Average Account Size

$271,236

CA Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

George Alexander Work History

George has 34 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

1998 - Present (21 years)

Ifg/Russell Advisors, Inc

1997 - 2016 (19 years)

Partners Securities, Inc

1996 - Present (23 years)

Mass Mutual

1984 - Present (35 years)

George D Alexander (Self-Employed

Disclosures

George Alexander has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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