John
Barragan
Kestra Investment Management, LLC
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About this Advisor
John Barragan is a financial advisor working in Austin, Texas with 2 years of relevant experience. Barragan is an employee of Kestra Investment Management, LLC. Throughout their career, Barragan has worked at Charles Schwab, Kestra Investment Services, LLC, Kestra Advisory Services, LLC, Girard Securities, Inc, First Allied Securities, Inc, First Allied Advisory Services, Inc, Cetera Advisor Networks LLC, United Capital Financial Advisors, LLC and Kestra Investment Management, LLC. Barragan has Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Kestra Investment Management, LLC is a firm based in Austin, TX. It oversees $110 million in assets across its 1,462 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The company provides a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial management fee schedules largely vary depending on the financial services. However, fees billed by Kestra Investment Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Investment Management, LLC Brokerage Details
$109,810,189
12
1,462
$75,110
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
John Barragan Work History
John has been registered as a financial advisor for 2 years.*
Kestra Investment Services, LLC
Kestra Investment Management, LLC
Kestra Advisory Services, LLC
Charles Schwab
United Capital Financial Advisors, LLC
Cetera Advisor Networks LLC
First Allied Securities, Inc
First Allied Advisory Services, Inc
Girard Securities, Inc
*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 John Barragan 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 Investment Management, LLC
Austin, TX
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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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