Frank
Hirsch
Kestra Advisory Services, LLC
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About this Advisor
Frank Hirsch is a financial advisor operating out of Phoenix, Arizona. Hirsch currently works for Kestra Advisory Services, LLC. Over the course of their career, Hirsch has held roles at Jr Katz, Nfp Advisor Services, LLC, Lion Street Financial, Lion Street Advisors, Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Hirsch maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Arizona and Illinois. Kestra Advisory Services, LLC is a financial advisory company based in Austin, TX. The company has offices in 544 locations and a total of 1,311 employees. It handles $42 billion in assets across its 140,407 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 132 charitable organizations. Of its 140,407 client accounts, 17% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Kestra Advisory Services, LLC provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on the type of financial services provided. Fees charged by Kestra Advisory Services, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
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
Frank Hirsch Work History
Frank has been registered as a financial advisor for 0 years.*
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Lion Street Financial
Lion Street Advisors
Nfp Advisor Services, LLC
Jr Katz
*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 Frank Hirsch 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
Austin, TX
Phoenix, AZ
Austin, TX
Lincoln, NE
Charlotte, NC
Cushing, TX
Austin, TX
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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