Eloisa
Vela

Kestra Advisory Services, LLC

CRD#6167151
Investment Advisor
in Austin, TX

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About this Advisor

Eloisa Vela is a financial advisor operating in Austin, Texas. Vela is an advisor for Kestra Advisory Services, LLC. Their career trajectory has included roles at First Investors Corporation, Foresters Financial Services, Inc, Foresters Advisory Services, Thrivent Investment Management Inc, Various Insurance Carriers For W&R Insurance Agencies, Waddell & Reed, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Vela maintains Series 66 and Series 63 licenses, which qualify them as a securities representative, and is able to serve investors in Texas. Kestra Advisory Services, LLC is a business headquartered in Austin, TX. The company has offices in 544 locations and a total of 1,311 advisors. It administers $42 billion in assets between its 140,407 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 132 charities and foundations. Of its 140,407 accounts, 17% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Kestra Advisory Services, LLC offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules typically are based on which services are provided. Fee types billed by Kestra Advisory Services, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

less than 1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

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

$41,795,124,579

TX Average: $3,042,739,679
Total Number of Employees

1,311

TX Average: 49
Total Number of Accounts

140,407

TX Average: 2,315
Average Account Size

$297,671

TX Average: $1,314,358

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

Eloisa Vela Work History

Eloisa has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Kestra Investment Services, LLC

2023 - Present (1 year)

Kestra Advisory Services, LLC

2021 - 2022 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - 2021 (1 year)

Various Insurance Carriers For W&R Insurance Agencies

2020 - 2021 (1 year)

Waddell & Reed, Inc

2019 - 2020 (1 year)

Thrivent Investment Management Inc

2018 - 2019 (1 year)

Foresters Advisory Services

2013 - 2013 (< 1 year)

First Investors Corporation

2013 - 2019 (6 years)

Foresters Financial Services, Inc

2013 - 2019 (6 years)

Foresters Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eloisa Vela to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kestra Advisory Services, LLC

Clinton Miller
Canton, OH
Yehuda Gross
Boca Raton, FL
Jacob Kogler
Saint Paul, MN
Adam Murray
Lutherville Timonium, MD
Holly Lovell
Cushing, TX
Marissa Griebel
Austin, TX
Jacob Rinvelt
Grand Rapids, MI
Stanton Wheeler
Saint Augustine, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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