Bobby
Gomez
Kestra Investment Management, LLC
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About this Advisor
Bobby Gomez is a financial advisor operating out of Austin, Texas with 1 year of relevant experience. Gomez is currently employed by Kestra Investment Management, LLC. Their career trajectory has included roles 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. Gomez has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Kestra Investment Management, LLC is a financial advisory firm operating out of Austin, TX. It administers $110 million in assets across its 1,462 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The business offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial management fees usually vary depending on the type of financial services offered. However, fee types charged by Kestra Investment Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Investment Management, LLC Brokerage Details
$109,810,189
12
1,462
$75,110
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Bobby Gomez Work History
Bobby has been registered as a financial advisor for 1 years.*
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Austin, TX
Austin, TX
Austin, TX
Mercer Island, WA
Austin, TX
Austin, TX
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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