Michelle
Gonzalez-Vigil

Kestra Advisory Services, LLC

CRD#3269950
Investment Advisor
in Charlotte, NC
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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

Series 63, Certified Financial Planner

Years of Experience

12 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

1901 Roxborough Road Ste 300
Charlotte, NC 28211

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$20,417,813,140

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

1,231

NC Average: 49
Total Number of Accounts

75,277

NC Average: 2,315
Average Account Size

$271,236

NC 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

Michelle Gonzalez-Vigil Work History

Michelle has 12 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2007 - 2016 (9 years)

Nfp Securities, Inc

2006 - Present (13 years)

Corporate Benefit Advisors

Disclosures

Michelle Gonzalez-Vigil has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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