Atricia
Roberts
Kestra Advisory Services, LLC
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About this Advisor
Atricia Roberts is a financial advisor based out of Chevy Chase, Maryland who has 4 years of industry experience. Roberts currently works for Kestra Advisory Services, LLC. Over the course of their career, Roberts has held roles at First African Baptist Church, Bank Of America, Kestra Investment Services, LLC, George Leile Visions, Inc and Kestra Advisory Services, LLC. Roberts maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Maryland. Kestra Advisory Services, LLC is a financial advisory business based in Austin, TX. It has offices in 544 locations and a total of 1,311 financial advisors. It manages $42 billion in assets under management across its 140,407 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 132 charitable organizations. Of its 140,407 accounts, 17% are associated with high-net-worth clients who have greater than $1 million in assets. The business performs a diverse range 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 charged by financial advisors depend on which services are provided. However, fees billed by Kestra Advisory Services, LLC most likely include 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
Atricia Roberts Work History
Atricia has been registered as a financial advisor for 4 years.*
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Bank Of America
George Leile Visions, Inc
First African Baptist Church
*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 Atricia Roberts 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
Pittsburgh, PA
Canton, OH
Austin, TX
Austin, TX
Saint Paul, MN
Lutherville Timonium, MD
Charlotte, NC
Paramus, NJ
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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