Erin
Savage-Weaver

Kestra Advisory Services, LLC

CRD#6603883
Investment Advisor
in Austin, TX
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About this Advisor

Erin Savage-Weaver is a certified financial planner who works in Austin, Texas, with a total of 10 years of professional experience. Savage-Weaver works at Kestra Advisory Services, LLC. Over the course of their career, they have held roles at Pnc Wealth Management, Kestra Financial, Valmark Securities, Inc, Resonate Advisors, Inc, Valmark Advisers, Inc and Kehoe Financial Advisors. Savage-Weaver is approved to operate in Ohio. Kestra Advisory Services, LLC is an advisory business that has its headquarters in Austin, Texas. The investment advisory business has offices in 513 locations and a total of 1,231 advisors. It manages $20 billion in assets between its 75,277 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 84 charitable organizations. Of its 75,277 accounts, just 12% are held by high-net-worth clients who have greater than $1 million in investable assets. Kestra Advisory Services, LLC has 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 fees usually are based on the services offered. Fee types billed by Kestra Advisory Services, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Certified Financial Planner

Years of Experience

10 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

Erin Savage-Weaver Work History

Erin has 10 years of experience.

2018 - Present (1 years)

Kestra Financial

2018 - Present (1 years)

Kehoe Financial Advisors

2016 - 2018 (2 years)

Valmark Securities, Inc

2016 - 2018 (2 years)

Resonate Advisors, Inc

2016 - 2018 (2 years)

Valmark Advisers, Inc

2013 - 2016 (3 years)

Pnc Wealth Management

2008 - 2013 (5 years)

Pnc Wealth Management

Disclosures

Erin Savage-Weaver has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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