Christian
Misa
Kestra Advisory Services, LLC
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About this Advisor
Christian Misa is a financial advisor operating in Austin, Texas who has 1 year of industry experience. Misa is on the advisory team at Kestra Advisory Services, LLC. Throughout their career, they have worked at Metlife Securities, First Allied Securities, Inc, Wall Street Financial Group, Inc, Securities America, Inc, Securities America Advisors, Inc, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Misa holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey. Kestra Advisory Services, LLC is a company that has its headquarters in Austin, TX. The company has offices in 544 locations and a total of 1,311 people on staff. It manages $42 billion in assets across its 140,407 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 132 charities and foundations. Of its 140,407 client accounts, 17% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business offers a number 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 management fees typically depend on the financial services. However, fees charged by Kestra Advisory Services, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
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
Christian Misa Work History
Christian has been registered as a financial advisor for 1 years.*
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Securities America, Inc
Securities America Advisors, Inc
Wall Street Financial Group, Inc
First Allied Securities,Inc
Metlife Securities
*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.
Disclosures
Please visit the SEC profile of Christian Misa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kestra Advisory Services, LLC
Lutherville Timonium, MD
Austin, TX
Austin, TX
Saint Augustine, FL
Charlotte, NC
Lincoln, NE
Cushing, TX
Paramus, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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