Lena
Nebel

Kestra Advisory Services, LLC

CRD#3265844
Investment Advisor
in Austin, TX
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About this Advisor

Lena Nebel is a certified financial planner located in Austin, Texas. Currently a registered financial advisor with Kestra Advisory Services, LLC, they have accrued 18 years of practice as a registered investment advisor. Nebel holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Nebel is able to advise clients in Maryland. Their career trajectory has included roles at Lpl Financial LLC, Kestra Financial, Inc, Triad Advisors, Inc and Keeney Financial Group, Inc. Kestra Advisory Services, LLC is headquartered in Austin, Texas, and has 513 other locations throughout the nation. As an advisory firm, Kestra Advisory Services, LLC manages $20 billion in assets throughout 75,277 client accounts and employs more than 1,231 people. The firm's total assets under management places it among the biggest investment advisory firms in the country. The firm manages 53,194 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 12% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Kestra Advisory Services, LLC can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

18 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

5707 Southwest Parkway Building 2, Suite 400
Austin, TX 78735

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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

Lena Nebel Work History

Lena has 18 years of experience.

2018 - Present (1 years)

Kestra Financial, Inc

2015 - Present (4 years)

Triad Advisors, Inc

2015 - Present (4 years)

Keeney Financial Group, Inc

2000 - 2015 (15 years)

Lpl Financial LLC

Disclosures

Lena Nebel has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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