Cindy
Fowler
Kestra Advisory Services, LLC
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About this Advisor
Cindy Fowler is a financial advisor who works out of Melbourne, Florida who has 1 year of industry experience. Fowler is on the advisory team at Kestra Advisory Services, LLC. During their career, Fowler has held roles at Kestra Advisory Services, LLC, New England Securities, Metlife Securities Inc, Proequities, Inc and Kestra Investment Services, LLC. Fowler holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida and Texas. Kestra Advisory Services, LLC is a registered investment business operating out of Austin, TX. The firm has offices in 544 locations and a total of 1,311 employees. It oversees $42 billion in assets between its 140,407 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 132 charitable organizations. Of its 140,407 accounts, 17% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Kestra Advisory Services, LLC performs a number 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 typically vary depending on which services the firm provides the client. However, fees billed by Kestra Advisory Services, LLC can consist of 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
Cindy Fowler Work History
Cindy has been registered as a financial advisor for 1 years.*
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Metlife Securities Inc
Proequities, Inc
New England Securities
*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 Cindy Fowler 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
Austin, TX
Mount Pleasant, SC
Austin, TX
Westport, CT
Saint Augustine, FL
Fairview, TN
Austin, TX
Saint Paul, MN
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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