Bobby
Gomez
Kestra Investment Management, LLC
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About this Advisor
Bobby Gomez is a financial advisor based in Austin, Texas, working with Kestra Investment Management, LLC. Bobby has previously held positions at American Beacon Advisors, Inc, Foreside Fund Services, LLC, Resolute Investment Distributors, Inc, Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, Kestra Investment Services LLC, Kestra Advisory Services LLC, Kestra Investment Management, LLC, and United Capital Financial Advisers, LLC. Bobby has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Bobby is part of Kestra Investment Management, LLC, which operates out of Austin, Texas. The firm has 14 employees and manages assets totaling $1.5 billion. The services offered by the firm include portfolio management for institutional clients and other services. The fee structure at Kestra Investment Management, LLC includes asset-based fees.
Certifications and Registrations
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Kestra Investment Management, LLC Brokerage Details
$1,514,127,598
14
4,982
$303,920
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Other
Bobby Gomez Work History
Kestra Investment Management, LLC
Kestra Investment Services LLC
Kestra Advisory Services LLC
United Capital Financial Advisers, LLC
Resolute Investment Distributors, Inc
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
American Beacon Advisors, Inc
Foreside Fund Services, LLC
Disclosures
Please visit the SEC profile of Bobby Gomez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kestra Investment Management, LLC
Kirkland, WA
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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