Mitchell
Allen
Kestra Advisory Services, LLC
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About this Advisor
Mitchell Allen is a financial advisor based in Melbourne, Florida, working with Kestra Advisory Services, LLC. Mitchell has previously held positions at Security Financial Management Inc, University Of Florida, Olive Garden, University Of Fl- O'Connell Center, Proequities, Inc, Kestra Investment Services, LLC, and Kestra Advisory Services, LLC. Mitchell has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Mitchell is part of Kestra Advisory Services, LLC, which operates out of Melbourne, 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
Mitchell Allen Work History
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
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
Mckinney, TX
Pittsburgh, PA
Austin, TX
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Willowbrook, IL
Pittsburgh, PA
South Burlington, VT
Austin, TX
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