Kestra Advisory Services, LLC
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About this Advisor
Kathryn Messick is a financial advisor located in Austin, Texas. Currently a registered investment advisor at Kestra Advisory Services, LLC, Messick has 16 years of professional experience in the financial advisory industry. Messick maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Messick is registered to work with clients based out of Maryland. During their career, Messick has held roles at Vsr Advisory Services, Inc, Citigroup Global Markets Inc, Vsr Financial Services, Wealth Managing Partners, Morgan Stanley Smith Barney, Wells Fargo Advisors, Kestra Financial Inc, Ameriprise Financial Services, Inc and Webermessick. Kestra Advisory Services, LLC is headquartered in Austin, Texas, and has 513 other offices throughout the country. In aggregate, Kestra Advisory Services, LLC manages $20 billion in assets dispersed across 75,277 accounts and employs more than 1,231 people. The amount of assets the firm manages places it among the largest investment advisory firms in the United States. The firm manages 53,194 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 12% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Kestra Advisory Services, LLC provides financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients 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
Kathryn Messick Work History
Kathryn has 16 years of experience.
Kestra Financial Inc
Ameriprise Financial Services, Inc
Wells Fargo Advisors
Morgan Stanley Smith Barney
Vsr Advisory Services, Inc
Vsr Financial Services
Wealth Managing Partners
Citigroup Global Markets Inc
Kathryn Messick has no disclosures.
Please visit their SEC profile for more details.