Kestra Advisory Services, LLC
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About this Advisor
Lisa Silva is an investment advisor who works in Boston, Massachusetts. Currently a registered investment advisor at Kestra Advisory Services, LLC, Silva has 10 years of work experience. Silva holds a Series 63 license, designating them as a securities broker. Silva is able to work with investors in Massachusetts. Over the course of their career, Silva has held roles at Nrp Financial, Inc, Lpl Financial Corporation, Independent Financial Partners, Longfellow Advisors, Kestra Financial Services, Inc and Nfp Advisors. Kestra Advisory Services, LLC is based out of Boston, Massachusetts, and operates out of 513 other offices throughout the country. In total, Kestra Advisory Services, LLC oversees $20 billion in assets across 75,277 client accounts and employs more than 1,231 people. The amount of assets the firm manages places it among the largest firms in the nation. The firm manages 53,194 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 12% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Kestra Advisory Services, LLC offers 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
Lisa Silva Work History
Lisa has 10 years of experience.
Kestra Financial Services, Inc
Independent Financial Partners
Lpl Financial Corporation
Nrp Financial, Inc
Lisa Silva has no disclosures.
Please visit their SEC profile for more details.