Kevin
Foote

Kestra Private Wealth Services, LLC

CRD#4426221
Investment Advisor
in San Diego, CA
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About this Advisor

Kevin Foote is an investment advisor in San Diego, California. Currently a registered advisor at Kestra Private Wealth Services, LLC, they have accumulated 11 years of professional experience in the financial advisory industry. Foote maintains a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Foote is able to work with customers based out of California. Throughout their career, they have worked at Girard Securities, Inc, Lpl Financial, LLC and Kpws. Kestra Private Wealth Services, LLC is located in San Diego, California, and has 20 other brick-and-mortar locations in the country. In aggregate, Kestra Private Wealth Services, LLC oversees $1 billion in assets throughout 4,579 accounts and retains more than 46 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the nation. The firm manages 4,409 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 35% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Kestra Private Wealth Services, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

3570 Carmel Mountain Rd
San Diego, CA 92130

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Kestra Private Wealth Services, LLC Brokerage Details

Total Assets Under Management

$1,579,175,671

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

69

CA Average: 49
Total Number of Accounts

5,669

CA Average: 2,315
Average Account Size

$278,563

CA Average: $1,314,358

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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

Kevin Foote Work History

Kevin has 11 years of experience.

2017 - Present (2 years)

Kpws

2014 - 2017 (3 years)

Lpl Financial, LLC

2007 - 2013 (6 years)

Girard Securities, Inc

Disclosures

Kevin Foote has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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