Lisa
Silva

Kestra Advisory Services, LLC

CRD#3144368
Investment Advisor
in Boston, MA

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About this Advisor

Lisa Silva is a chartered financial consultant working in Boston, Massachusetts, with 11 years of experience as a financial advisor. Silva works at Kestra Advisory Services, LLC. Over the course of their career, Silva has held roles at Nrp Financial, Inc, Lpl Financial Corporation, Independent Financial Partners, Longfellow Advisors, Nfp Advisors and Kestra Financial Services, Inc. Silva has a Series 63 license, which qualifies them as a securities broker, and can work in Massachusetts. Kestra Advisory Services, LLC is a financial advisory company that has its headquarters in Boston, Massachusetts. It has offices in 519 locations and a total of 1,291 advisors. It oversees $22 billion in assets among its 81,360 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 54 charities and foundations. Of its 81,360 accounts, just 14% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees usually vary depending on which services are offered. However, fees billed by Kestra Advisory Services, LLC most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

116 Huntington Avenue
Boston, MA 02116

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

MA Average: $3,042,739,679
Total Number of Employees

1,291

MA Average: 49
Total Number of Accounts

81,360

MA Average: 2,315
Average Account Size

$267,280

MA Average: $1,314,358

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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

Lisa Silva Work History

Lisa has 12 years of experience.

2016 - Present (4 years)

Kestra Financial Services, Inc

2012 - Present (8 years)

Longfellow Advisors

2014 - 2016 (2 years)

Nfp Advisors

2012 - 2014 (2 years)

Independent Financial Partners

2010 - 2014 (4 years)

Lpl Financial Corporation

2008 - 2010 (2 years)

Nrp Financial, Inc

Disclosures

Lisa Silva has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Kestra Advisory Services, LLC

Charles Seely
Cincinnati, OH
Shawn Thompson
Austin, TX
Gregory Chebuske
Fairfield, NJ
Scott Miller
Waukesha, WI
Leonardo Gonzalez
Austin, TX
James Mahoney
Northampton, MA
Kerry Jackson
Memphis, TN
Julia Perez
Austin, TX

This content was compiled from the SEC and FINRA.

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