Mason
Howard

Kestra Advisory Services, LLC

CRD#3087142
Investment Advisor
in Austin, TX
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About this Advisor

Mason Howard is an investment advisor in Austin, Texas. Currently a registered financial advisor at Kestra Advisory Services, LLC, they have accumulated 11 years of work experience. Howard holds Series 63 and Series 66 licenses, designating them as a securities broker. Howard is able to operate based out of Minnesota. Howard has spent their whole career at Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is headquartered in Austin, Texas, and operates out of 513 other brick-and-mortar locations in the United States. As a company, Kestra Advisory Services, LLC oversees $20 billion in assets dispersed across 75,277 client accounts and employs more than 1,231 people. The firm's total assets under management makes it one of the largest firms in the United States. The firm manages 53,194 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 12% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Kestra Advisory Services, LLC can offer 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 66, Chartered Financial Analyst

Years of Experience

11 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

Mason Howard Work History

Mason has 11 years of experience.

2007 - Present (12 years)

Nfp Securities, Inc

Disclosures

Mason Howard has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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