Ilona
Friedman

Kestra Advisory Services, LLC

CRD#5178523
Investment Advisor
in Dallas, TX
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 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

6200 Lbj Fwy Suite 200A
Dallas, TX 75240

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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

Ilona Friedman Work History

Ilona has 12 years of experience.

2016 - Present (3 years)

Kestra Financial, Inc

2009 - 2016 (7 years)

Nfp Securities, Inc

2006 - 2009 (3 years)

Stanford Group Company

Disclosures

Ilona Friedman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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