Kestra Advisory Services, LLC
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About this Advisor
Michelle Gonzalez-Vigil is a certified financial planner located in Charlotte, North Carolina. Currently a registered financial advisor with Kestra Advisory Services, LLC, Gonzalez-Vigil has 12 years of work experience. Gonzalez-Vigil maintains a Series 63 license, designating the advisor as a securities broker. Gonzalez-Vigil is able to work with investors based out of North Carolina. During their career, the advisor has held roles at Corporate Benefit Advisors, Kestra Financial Services, Inc and Nfp Securities, Inc. Kestra Advisory Services, LLC is headquartered in Charlotte, North Carolina, and has 513 other brick-and-mortar locations in the country. As a company, Kestra Advisory Services, LLC oversees $20 billion in assets throughout 75,277 client accounts and retains more than 1,231 people. The firm's total assets under management places it among the largest firms in the country. The firm manages 53,194 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 12% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Kestra Advisory Services, LLC can provide 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
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
- Pension consulting services
- Selection of other advisers
Michelle Gonzalez-Vigil Work History
Michelle has 12 years of experience.
Kestra Financial Services, Inc
Nfp Securities, Inc
Corporate Benefit Advisors
Michelle Gonzalez-Vigil has no disclosures.
Please visit their SEC profile for more details.