Kestra Advisory Services, LLC
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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
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
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Lisa Silva Work History
Lisa has 12 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.
Financial Advisors at Kestra Advisory Services, LLC