Bradford
Fitts

Kestra Advisory Services, LLC

CRD#2208841
Investment Advisor
in Austin, TX
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About this Advisor

Bradford Fitts is a chartered financial consultant operating out of Austin, Texas, who has been in the advisory business for 17 years. Fitts is an employee of Kestra Advisory Services, LLC. During their career, Fitts has held roles at Century Securities Associates, Inc and Kestra Financial, Inc. Fitts maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Kansas. Kestra Advisory Services, LLC is an advisory firm operating out of Austin, Texas. The investment advisory business has offices in 513 locations and a total of 1,231 employees. It has $20 billion in assets under management between its 75,277 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 84 charitable organizations. Of its 75,277 client accounts, just 12% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Kestra Advisory Services, LLC performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management largely depend on which service is provided. However, fee types billed by Kestra Advisory Services, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

17 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

Bradford Fitts Work History

Bradford has 17 years of experience.

2018 - Present (1 years)

Kestra Financial, Inc

2001 - 2018 (17 years)

Century Securities Associates, Inc

Disclosures

Bradford Fitts has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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