Paul
Brule
Kestra Advisory Services, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Paul Brule is a financial advisor based out of Albuquerque, New Mexico who has 5 years of relevant experience. Brule is on the advisory team at Kestra Advisory Services, LLC. Throughout their career, they have worked at Brule & Associates Benefit Advisors, College Of Southern Nevada, Financial Advisers Of America, J.W. Cole Financial, Inc, J. W. Cole Advisors, Inc, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Brule has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in New Mexico. Kestra Advisory Services, LLC is a financial advisory company operating out of Austin, TX. The firm has offices in 544 locations and a total of 1,311 people on staff. It handles $42 billion in assets between its 140,407 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 132 charities and foundations. Of its 140,407 customer accounts, 17% are associated with high-net-worth investors who have greater than $1 million in assets. Kestra Advisory Services, LLC 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. Fees for financial advisory services usually depend on which services are offered. However, fee types charged by Kestra Advisory Services, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Paul Brule Work History
Paul has been registered as a financial advisor for 5 years.*
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Brule & Associates Benefit Advisors
J.W. Cole Financial, Inc
J. W. Cole Advisors, Inc
Financial Advisers Of America
College Of Southern Nevada
*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 Paul Brule 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
Phoenix, AZ
Richland, WA
Lutherville Timonium, MD
Paramus, NJ
Grand Rapids, MI
Austin, TX
Charlotte, NC
Saint Paul, MN
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
