Lisa
Silva

Kestra Advisory Services, LLC

CRD#3144368
Investment Advisor
in Boston, MA
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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

Series 63, Chartered Financial Consultant

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, 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

$20,417,813,140

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

1,231

MA Average: 49
Total Number of Accounts

75,277

MA Average: 2,315
Average Account Size

$271,236

MA Average: $1,314,358

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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.

2016 - Present (3 years)

Kestra Financial Services, Inc

2014 - 2016 (2 years)

Nfp Advisors

2012 - 2014 (2 years)

Independent Financial Partners

2012 - Present (7 years)

Longfellow Advisors

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.

This content was compiled from the SEC and FINRA.

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