Kestra Advisory Services, LLC
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About this Advisor
Alexander Panas is a certified financial planner operating out of Austin, Texas, who has been in the advisory business for 13 years. Panas is currently employed by Kestra Advisory Services, LLC. During their career, the advisor has held roles at Summit Equities, Inc, Summit Financial Resources, Inc and Kestra Financial Services, Inc. Panas maintains 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 Jersey. Kestra Advisory Services, LLC is an advisory company that has its headquarters in Austin, Texas. The firm has offices in 513 locations and a total of 1,231 employees. It administers $20 billion in total assets between its 75,277 accounts, making it one of the largest firms in the United States by assets under management. The firm advises 84 charities and foundations. Of its 75,277 accounts, just 12% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules typically depend on the services. Fee types charged by Kestra Advisory Services, LLC may include 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
Alexander Panas Work History
Alexander has 13 years of experience.
Kestra Financial Services, Inc
Summit Equities, Inc
Summit Financial Resources, Inc
Alexander Panas has no disclosures.
Please visit their SEC profile for more details.