Joseph
Stone
Kestra Advisory Services, LLC
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About this Advisor
Joseph Stone is a chartered financial consultant operating out of Denver, Colorado who has 7 years of relevant experience. Stone is an employee of Kestra Advisory Services, LLC. Their career trajectory has included roles at Nfp Securities, Inc, Berkshire Life, Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Stone has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Colorado and Massachusetts. Kestra Advisory Services, LLC is a financial advisory firm that has its headquarters in Austin, TX. The investment advisory business has offices in 544 locations and a total of 1,311 employees. It administers $42 billion in assets under management across its 140,407 accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 132 charities and foundations. Of its 140,407 customer accounts, 17% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company has a number 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. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. However, fees charged by Kestra Advisory Services, LLC may include 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
Joseph Stone Work History
Joseph has been registered as a financial advisor for 7 years.*
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Berkshire Life
Nfp 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 Joseph Stone 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 Advisory Services, LLC
Lutherville Timonium, MD
Austin, TX
Austin, TX
Pittsburgh, PA
Austin, TX
Canton, OH
Cushing, TX
Grand Rapids, MI
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
