Andrew
Dropkin

Kestra Advisory Services, LLC

CRD#4231224
Investment Advisor
in Dallas, TX
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About this Advisor

Andrew Dropkin is a certified financial planner operating out of Dallas, Texas, with a total of 18 years of professional experience. Dropkin is an advisor for Kestra Advisory Services, LLC. The advisor has gained experience at Donaldson, Lufkin & Jenrette Securities Corp, Credit Suisse First Boston Corporation, Nfp Securities, Inc and Kestra Financial Services, Inc. Dropkin maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Texas. Kestra Advisory Services, LLC is a financial advisory firm that has its headquarters in Dallas, Texas. The company has offices in 513 locations and a total of 1,231 employees. It has $20 billion in assets under management across its 75,277 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 84 charities and foundations. Of its 75,277 customer accounts, just 12% are held by high-net-worth investors who have at least $1 million in assets. Kestra Advisory Services, LLC provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services usually are based on which services are offered. However, 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

Series 66, Certified Financial Planner

Years of Experience

18 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

Yes

Office Location

6200 Lbj Fwy Suite 200A
Dallas, TX 75240

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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

Andrew Dropkin Work History

Andrew has 18 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2004 - 2016 (12 years)

Nfp Securities, Inc

2003 - Present (16 years)

Credit Suisse First Boston Corporation

2000 - Present (19 years)

Donaldson, Lufkin & Jenrette Securities Corp

Disclosures

Andrew Dropkin has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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