Kestra Advisory Services, LLC
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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
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
Kevin Delvalle Work History
Kevin has 11 years of experience.
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Howard And Company Cpas
Pinch A Penny
Larrys Giant Subs
Kevin Delvalle has no disclosures.
Please visit their SEC profile for more details.