Paresh
Shah

Kestra Advisory Services, LLC

CRD#4727940
Investment Advisor
in Austin, TX
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About this Advisor

Paresh Shah is a certified financial planner who works out of Austin, Texas, who has been in the financial industry for 14 years. Shah works at Kestra Advisory Services, LLC. The advisor has gained experience at Guardian Life Insurance Company, Park Avenue Securities, Kestra Financial, Inc and Guardian Life Insurance. Shah has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Jersey and Texas. Kestra Advisory Services, LLC is a registered investment business that has its headquarters in Austin, Texas. It has offices in 513 locations and a total of 1,231 financial advisors. It manages $20 billion in assets among its 75,277 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 84 charitable organizations. Of its 75,277 customer accounts, just 12% are held by high-net-worth investors who have at least $1 million in assets. Kestra Advisory Services, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees typically are based on the type of financial services. Fee types billed by Kestra Advisory Services, LLC most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 years

Services Offered

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

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

$21,745,932,849

TX Average: $3,042,739,679
Total Number of Employees

1,291

TX Average: 49
Total Number of Accounts

81,360

TX Average: 2,315
Average Account Size

$267,280

TX Average: $1,314,358

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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

Paresh Shah Work History

Paresh has 14 years of experience.

2018 - 2018 (0 years)

Park Avenue Securities

2018 - Present (1 years)

Kestra Financial, Inc

2018 - 2018 (0 years)

Guardian Life Insurance

2015 - 2018 (3 years)

Park Avenue Securities

2015 - 2018 (3 years)

Guardian Life Insurance Company

2005 - 2015 (10 years)

Park Avenue Securities

2004 - 2015 (11 years)

Guardian Life Insurance Company

Disclosures

Paresh Shah has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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