Kestra Advisory Services, LLC
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About this Advisor
Kendall Storch is an advisor whose office is in Boston, Massachusetts. Currently a registered financial advisor at Kestra Advisory Services, LLC, they have gathered 11 years of experience as a financial advisor. Storch maintains a Series 63 license, qualifying the advisor as a securities representative. Storch is able to work with customers in Massachusetts. Storch has gained experience at Nrp Financial, Inc, Lpl Financial Corporation, Independent Financial Partners, Nfp Securities, Inc and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is headquartered in Boston, Massachusetts, and operates out of 513 other brick-and-mortar locations in the country. In total, Kestra Advisory Services, LLC manages $20 billion in assets throughout 75,277 client accounts and employs more than 1,231 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the country. The firm manages 53,194 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 12% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Kestra Advisory Services, LLC can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Kestra Advisory Services, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kendall Storch Work History
Kendall has 11 years of experience.
Kestra Financial Services, Inc
Nfp Securities, Inc
Lpl Financial Corporation
Independent Financial Partners
Nrp Financial, Inc
Kendall Storch has no disclosures.
Please visit their SEC profile for more details.