Cesar
Valenzuela

Kestra Advisory Services, LLC

CRD#6059024
Investment Advisor
in Austin, TX

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About this Advisor

Cesar Valenzuela is a certified financial planner operating in Austin, Texas, with a total of 1 year of industry experience. Valenzuela is currently employed by Kestra Advisory Services, LLC. Their career trajectory has included roles at United Capital Financial Advisers, LLC, Girard Securities Inc, Cetera Advisor Networks LLC, Kestra Investment Services LLC and Kestra Advisory Services LLC. Valenzuela has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Kestra Advisory Services, LLC is a firm based out of Austin, TX. It has offices in 544 locations and a total of 1,311 advisors. It controls $42 billion in total assets among its 140,407 accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 132 charitable organizations. Of its 140,407 client accounts, 17% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice usually are based on which services the firm provides the client. However, fees charged by Kestra Advisory Services, LLC likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

Office Location

5707 Southwest Parkway Building 2, Suite 400
Austin, TX 78735

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

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

1,311

TX Average: 49
Total Number of Accounts

140,407

TX Average: 2,315
Average Account Size

$297,671

TX Average: $1,314,358

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

Cesar Valenzuela Work History

Cesar has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Kestra Investment Services LLC

2022 - Present (2 years)

Kestra Advisory Services LLC

2017 - 2020 (3 years)

Cetera Advisor Networks LLC

2015 - 2022 (7 years)

United Capital Financial Advisers, LLC

2015 - 2017 (2 years)

Girard Securities Inc

2012 - 2015 (3 years)

United Capital Financial Advisers, LLC

*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 Cesar Valenzuela 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

Adam Murray
Lutherville Timonium, MD
Clinton Miller
Canton, OH
Stanton Wheeler
Saint Augustine, FL
Jacob Kogler
Saint Paul, MN
Charles Campbell
Charlotte, NC
Holly Lovell
Cushing, TX
Michael Csedrik
Paramus, NJ
Brandon Kee
Austin, TX

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.

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