Kestra Advisory Services, LLC
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About this Advisor
Charles Steele is a certified financial planner working in Austin, Texas, with 13 years of financial industry experience. Steele works at Kestra Advisory Services, LLC. Throughout their career, they have worked at Ameriprise Financial Services, National Life Group, National Financial Services Group, Equity Services, Inc, Cambridge Investment Research Advisors, Inc and Cambridge Investment Research, Inc. Steele has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Georgia. Kestra Advisory Services, LLC is a registered investment firm headquartered in Austin, Texas. The investment advisory business has offices in 513 locations and a total of 1,231 advisors. It handles $20 billion in assets between its 75,277 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 84 charitable organizations. Of its 75,277 accounts, just 12% are held by high-net-worth investors who have greater than $1 million in assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually vary depending on which services the firm provides the client. Fees billed by Kestra Advisory Services, LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Kestra Advisory Services, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Charles Steele Work History
Charles has 13 years of experience.
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
National Life Group
National Financial Services Group
Equity Services, Inc
Ameriprise Financial Services
Charles Steele has no disclosures.
Please visit their SEC profile for more details.