Joseph
Stone

Kestra Advisory Services, LLC

CRD#437356
Investment Advisor
in Denver, CO
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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

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

37 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1070 33Rd Street
Denver, CO 80205

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$20,417,813,140

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

1,231

CO Average: 49
Total Number of Accounts

75,277

CO Average: 2,315
Average Account Size

$271,236

CO Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Joseph Stone Work History

Joseph has 37 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

1997 - 2016 (19 years)

Nfp Securities, Inc

1981 - Present (38 years)

Berkshire Life

Disclosures

Joseph Stone has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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