Lena
Nebel
Kestra Advisory Services, LLC
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$21,745,932,849
1,291
81,360
$267,280
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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
Lena Nebel Work History
Lena has 18 years of experience.
Kestra Financial, Inc
Triad Advisors, Inc
Keeney Financial Group, Inc
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.