John
Palladino
Kestra Advisory Services, LLC
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About this Advisor
John Palladino is a financial advisor operating in San Mateo, California, with 7 years of industry experience. Palladino works at Kestra Advisory Services, LLC. During their career, Palladino has held roles at Financial Telesis, Inc, 401(K) & 403(B) Fiduciary Advisors, Inc, Nfp Advisor Services, LLC, Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Palladino has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Kestra Advisory Services, LLC is a business operating out of Austin, TX. It has offices in 544 locations and a total of 1,311 employees. It oversees $42 billion in assets between its 140,407 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 132 charities and foundations. Of its 140,407 accounts, 17% are associated with high-net-worth investors who have more than $1 million in investable assets. The business offers a diverse array 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 largely vary depending on the type of services provided. Fee types charged by Kestra Advisory Services, LLC can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
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
John Palladino Work History
John has been registered as a financial advisor for 7 years.*
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
401(K) & 403(B) Fiduciary Advisors, Inc
Nfp Advisor Services, LLC
Financial Telesis, 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 Palladino to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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