Kestra Advisory Services, LLC
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About this Advisor
Edward Charton is a financial advisor who lives in Austin, Texas. Currently a registered advisor at Kestra Advisory Services, LLC, they have accrued an impressive 29 years of professional experience in the financial advisory industry. Charton can advise customers based out of California. Over the course of their career, they have held roles at Charton Ins Services, Inc, Financial Network Investment Corporation and Partners Securities, Inc. Kestra Advisory Services, LLC is based out of Austin, Texas, and operates out of 513 additional locations across the country. As a registered investment firm, Kestra Advisory Services, LLC oversees $20 billion in assets across 75,277 client accounts and retains more than 1,231 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 53,194 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 12% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Kestra Advisory Services, LLC can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.
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
Edward Charton Work History
Edward has 29 years of experience.
Partners Securities, Inc
Financial Network Investment Corporation
Charton Ins Services, Inc
Edward Charton has disclosures.
Please visit their SEC profile for more details.