Kestra Advisory Services, LLC
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About this Advisor
Richard Tsoumas is a certified financial planner and personal financial specialist working in Battle Creek, Michigan who has 7 years of industry experience. Tsoumas is an employee of Kestra Advisory Services, LLC. Their career trajectory has included roles at The Planning Group, Partners Securities, Inc, Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Tsoumas holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Michigan. Kestra Advisory Services, LLC is an advisory firm based in Austin, TX. The investment advisory business has offices in 544 locations and a total of 1,311 employees. It administers $42 billion in total assets between its 140,407 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 132 charitable organizations. Of its 140,407 accounts, 17% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm offers a diverse range of services, including 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 fee schedules typically vary depending on which service is offered. Fee types billed by Kestra Advisory Services, LLC can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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Kestra Advisory Services, LLC Brokerage Details
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
Richard Tsoumas Work History
Richard has been registered as a financial advisor for 7 years.*
Kestra Advisory Services, LLC
The Planning Group
Kestra Investment Services, LLC
Partners Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Richard Tsoumas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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