Kestra Advisory Services, LLC
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About this Advisor
Joseph Stone is a financial advisor whose office is in Denver, Colorado. Currently a registered financial advisor at Kestra Advisory Services, LLC, Stone has a notable 37 years of professional experience in the financial advisory industry. Stone has Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Stone is able to act as an advisor in Colorado and Massachusetts. Throughout their career, Stone has worked at Nfp Securities, Inc, Berkshire Life and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is based out of Denver, Colorado, and operates out of 513 locations across the United States. Overall, Kestra Advisory Services, LLC manages $20 billion in assets across 75,277 client accounts and retains more than 1,231 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the nation. The firm manages 53,194 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 12% of the advisory firm's clients 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 may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Kestra Advisory Services, LLC Brokerage Details
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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
Joseph Stone Work History
Joseph has 37 years of experience.
Kestra Financial Services, Inc
Nfp Securities, Inc
Joseph Stone has no disclosures.
Please visit their SEC profile for more details.