Charles
Steele

Kestra Advisory Services, LLC

CRD#5046379
Investment Advisor
in Austin, TX
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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

Series 66, Certified Financial Planner

Years of Experience

13 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

Charles Steele Work History

Charles has 13 years of experience.

2015 - Present (4 years)

Cambridge Investment Research Advisors, Inc

2015 - Present (4 years)

Cambridge Investment Research, Inc

2009 - Present (10 years)

National Life Group

2009 - Present (10 years)

National Financial Services Group

2009 - 2015 (6 years)

Equity Services, Inc

2005 - 2009 (4 years)

Ameriprise Financial Services

Disclosures

Charles Steele has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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