Ronald
Naff

Kestra Advisory Services, LLC

CRD#344498
Investment Advisor
in Denver, CO
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About this Advisor

Ronald Naff is an advisor who is based in Denver, Colorado. Currently a registered investment advisor at Kestra Advisory Services, LLC, Naff has an impressive 31 years of experience as an investment advisor. Naff holds Series 63 and Series 66 licenses, qualifying them as a securities representative. Naff is able to advise investors in Colorado. Their career trajectory has included roles at Kestra Financial Services, Inc, Ronald E Naff/Independent and Nfp Securities, Inc. Kestra Advisory Services, LLC is headquartered in Denver, Colorado, and operates out of 513 other brick-and-mortar locations across the nation. As a company, Kestra Advisory Services, LLC manages $20 billion in assets across 75,277 accounts and employs more than 1,231 people. The firm's total assets under management makes it one of the largest firms in the United States. 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 investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Kestra Advisory Services, LLC can offer 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 66, Chartered Financial Consultant

Years of Experience

31 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

7535 E. Hampden Ave., Ste 225, , Co
Denver, CO 80231

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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

Ronald Naff Work History

Ronald has 31 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2008 - 2016 (8 years)

Nfp Securities, Inc

1987 - Present (32 years)

Ronald E Naff/Independent

Disclosures

Ronald Naff has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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