Alexander
Panas

Kestra Advisory Services, LLC

CRD#2249803
Investment Advisor
in Austin, TX
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 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

5707 Southwest Parkway Building 2, Suite 400
Austin, TX 78735

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$20,417,813,140

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

1,231

TX Average: 49
Total Number of Accounts

75,277

TX Average: 2,315
Average Account Size

$271,236

TX 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

Alexander Panas Work History

Alexander has 13 years of experience.

2018 - Present (1 years)

Kestra Financial Services, Inc

2005 - 2018 (13 years)

Summit Equities, Inc

2005 - 2018 (13 years)

Summit Financial Resources, Inc

Disclosures

Alexander Panas has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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