Kestra Advisory Services, LLC
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About this Advisor
Howard Meyers is a certified financial planner in Pittsburgh, Pennsylvania. Currently a registered advisor at Kestra Advisory Services, LLC, Meyers has 16 years of practice in the financial advisory industry. Meyers maintains a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Meyers can operate in North Carolina. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Ameriprise Financial Services Inc, Nfp Advisor Services, LLC and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is headquartered in Pittsburgh, Pennsylvania, and has 513 other brick-and-mortar locations in the nation. In aggregate, Kestra Advisory Services, LLC oversees $20 billion in assets dispersed across 75,277 accounts and employs more than 1,231 people. The level of assets currently under the firm's management places it among the biggest financial advisory 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 advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Kestra Advisory Services, LLC offers 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
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Howard Meyers Work History
Howard has 16 years of experience.
Kestra Financial Services, Inc
Nfp Advisor Services, LLC
Ameriprise Financial Services Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Howard Meyers has no disclosures.
Please visit their SEC profile for more details.