Edward
Charton

Kestra Advisory Services, LLC

CRD#1176323
Investment Advisor
in Austin, TX
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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

29 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

Yes

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

Edward Charton Work History

Edward has 29 years of experience.

1997 - Present (22 years)

Partners Securities, Inc

1991 - Present (28 years)

Financial Network Investment Corporation

1989 - Present (30 years)

Charton Ins Services, Inc

Disclosures

Edward Charton has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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