Andrew
Pincus

Kestra Advisory Services, LLC

CRD#4847752
Investment Advisor
in Austin, TX
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About this Advisor

Andrew Pincus is a certified financial planner who works out of Austin, Texas, with 12 years in the industry. Pincus works at Kestra Advisory Services, LLC. Throughout their career, they have worked at Nfp Securities Inc, Nfp Securities, Inc and Kestra Financial Services, Inc. Pincus holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Florida and New Jersey. Kestra Advisory Services, LLC is an advisory business that has its headquarters in Austin, Texas. The firm has offices in 513 locations and a total of 1,231 advisors. It administers $20 billion in total assets across its 75,277 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 84 charitable organizations. Of its 75,277 accounts, just 12% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company offers a diverse array 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 are based on the type of services offered. Fee types billed by Kestra Advisory Services, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 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

Andrew Pincus Work History

Andrew has 12 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2011 - 2016 (5 years)

Nfp Securities, Inc

2006 - 2011 (5 years)

Nfp Securities Inc

Disclosures

Andrew Pincus has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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