Kevin
Delvalle

Kestra Advisory Services, LLC

CRD#6174398
Investment Advisor
in Austin, TX
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About this Advisor

Kevin Delvalle is a certified financial planner operating out of Austin, Texas, who has been in the industry for 11 years. Delvalle currently works for Kestra Advisory Services, LLC. Throughout their career, Delvalle has worked at Howard And Company Cpas, Merrill Lynch, Pierce, Fenner & Smith Inc, Arthrex, Skewers, Pinch A Penny, Larrys Giant Subs, Unf Undergrad and Bank Of America, N.A. Delvalle holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Kestra Advisory Services, LLC is an advisory business that has its headquarters in Austin, Texas. It has offices in 513 locations and a total of 1,231 employees. It oversees $20 billion in assets between its 75,277 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 84 charities and foundations. Of its 75,277 client accounts, just 12% belong to high-net-worth investors who have at least $1 million in investable assets. The firm performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees largely depend on which services the firm provides the client. However, fee types billed by Kestra Advisory Services, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

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

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

$21,745,932,849

TX Average: $3,042,739,679
Total Number of Employees

1,291

TX Average: 49
Total Number of Accounts

81,360

TX Average: 2,315
Average Account Size

$267,280

TX Average: $1,314,358

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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

Kevin Delvalle Work History

Kevin has 11 years of experience.

2013 - Present (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - Present (6 years)

Bank Of America, N.A

2012 - 2013 (1 years)

Arthrex

2012 - 2012 (0 years)

Skewers

2011 - 2011 (0 years)

Howard And Company Cpas

2010 - 2010 (0 years)

Pinch A Penny

2009 - 2009 (0 years)

Larrys Giant Subs

2007 - 2012 (5 years)

Unf Undergrad

Disclosures

Kevin Delvalle has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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