Kestra Advisory Services, LLC
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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
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
Mason Howard Work History
Mason has 11 years of experience.
Nfp Securities, Inc
Mason Howard has no disclosures.
Please visit their SEC profile for more details.