Kestra Advisory Services, LLC
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About this Advisor
Ilona Friedman is a certified financial planner working out of Dallas, Texas, with 12 years of professional experience. Friedman is on the advisory team at Kestra Advisory Services, LLC. During their career, the advisor has held roles at Stanford Group Company, Nfp Securities, Inc and Kestra Financial, Inc. Friedman holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Kestra Advisory Services, LLC is an advisory firm operating out of Dallas, Texas. The firm has offices in 513 locations and a total of 1,231 financial advisors. It administers $20 billion in total assets among its 75,277 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 84 charitable organizations. Of its 75,277 client accounts, just 12% are held by high-net-worth clients who have at least $1 million in assets available to invest. Kestra Advisory Services, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types billed by Kestra Advisory Services, LLC most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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
Ilona Friedman Work History
Ilona has 12 years of experience.
Kestra Financial, Inc
Nfp Securities, Inc
Stanford Group Company
Ilona Friedman has no disclosures.
Please visit their SEC profile for more details.