Kestra Advisory Services, LLC
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About this Advisor
Mitchell Walk is a financial advisor who works out of Longwood, Florida with 7 years of relevant experience. Walk works at Kestra Advisory Services, LLC. Over the course of their career, they have held roles at Nfp Advisor Services, Kestra Investment Services, LLC, Retirement Wealth Specialists Inc and Kestra Advisory Services, LLC. Walk maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Kestra Advisory Services, LLC is an advisory company that has its headquarters in Austin, TX. The company has offices in 544 locations and a total of 1,311 people on staff. It manages $42 billion in total assets across its 140,407 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 132 charities and foundations. Of its 140,407 customer accounts, 17% belong to high-net-worth investors who have more than $1 million in assets. The company offers 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. A financial advisor's fees typically are based on which services are offered. Fees billed by Kestra Advisory Services, LLC most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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Kestra Advisory Services, LLC Brokerage Details
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 Walk Work History
Mitchell has been registered as a financial advisor for 7 years.*
Kestra Advisory Services, LLC
Retirement Wealth Specialists Inc
Kestra Investment Services, LLC
Nfp Advisor Services
*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.
Please visit the SEC profile of Mitchell Walk 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
Saint Augustine, FL
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 email@example.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.