Kestra Advisory Services, LLC
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About this Advisor
Aaron Leaman is a chartered financial analyst who works out of Pittsburgh, Pennsylvania, who has 13 years of professional experience. Leaman works at Kestra Advisory Services, LLC. Their career trajectory has included roles at Kestra Financial Services, Inc, Signature Financial Planning and Nfp Securities, Inc. Leaman holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Pennsylvania. Kestra Advisory Services, LLC is a registered investment business that has its headquarters in Pittsburgh, Pennsylvania. It has offices in 513 locations and a total of 1,231 advisors. It manages $20 billion in assets between its 75,277 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 84 charities and foundations. Of its 75,277 accounts, just 12% are associated with high-net-worth clients who have at least $1 million in assets. Kestra Advisory Services, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on the financial services. Fee types billed by Kestra Advisory Services, LLC most likely are comprised of any blend of 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
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Aaron Leaman Work History
Aaron has 13 years of experience.
Kestra Financial Services, Inc
Nfp Securities, Inc
Signature Financial Planning
Aaron Leaman has no disclosures.
Please visit their SEC profile for more details.