Megan
Caulfield
Kestra Advisory Services, LLC
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About this Advisor
Megan Caulfield is a financial advisor based in Destin, Florida, working with Kestra Advisory Services, LLC. Megan has previously held positions at Ameriprise Financial Services, Inc, Kestra Investment Services LLC, and Kestra Advisory Services, LLC. Megan has passed the Series 66 regulatory exam and is registered to provide services in Florida and New York. Currently, Megan is part of Kestra Advisory Services, LLC, which operates out of Destin, Florida. The firm has 544 offices and 1,266 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$48,324,319,629
1,266
140,425
$344,129
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
Megan Caulfield Work History
Kestra Investment Services LLC
Kestra Advisory Services, LLC
Ameriprise Financial Services, Inc
Disclosures
Please visit the SEC profile of Megan Caulfield to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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South Burlington, VT
Austin, TX
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