Mitchell
Allen
Kestra Advisory Services, LLC
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About this Advisor
Mitchell Allen is a financial advisor who works out of Melbourne, Florida who has 1 year of industry experience. Allen is on the advisory team at Kestra Advisory Services, LLC. Over the course of their career, they have held roles at Security Financial Management Inc, University Of Florida, Olive Garden, University Of Fl- O'Connell Center, 4 Rivers Bbq, Proequities, Inc, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Allen holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida and Texas. Kestra Advisory Services, LLC is a financial advisory firm that has its headquarters in Austin, TX. The investment advisory business has offices in 544 locations and a total of 1,311 people on staff. It administers $42 billion in total assets across its 140,407 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 132 charitable organizations. Of its 140,407 client accounts, 17% belong to high-net-worth investors who have greater than $1 million in investable assets. Kestra Advisory Services, LLC provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on which service is provided. However, fees billed by Kestra Advisory Services, LLC can be comprised of any combination 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
Mitchell Allen Work History
Mitchell has been registered as a financial advisor for 1 years.*
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Security Financial Management Inc
Proequities, Inc
Proequities, Inc
Olive Garden
Security Financial Management Inc
University Of Fl- O'Connell Center
Security Financial Management Inc
University Of Florida
4 Rivers Bbq
*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 Mitchell Allen 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
Lincoln, NE
Grand Rapids, MI
Charlotte, NC
Pittsburgh, PA
Lutherville Timonium, MD
Paramus, NJ
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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