Raymond
Abracosa

Kestra Advisory Services, LLC

CRD#2219717
Investment Advisor
in Austin, TX

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About this Advisor

Raymond Abracosa is a financial advisor who works in Austin, Texas, who has been in the industry for 10 years. Abracosa is on the advisory team at Kestra Advisory Services, LLC. Abracosa has gained experience at Southland Credit Union, Lpl Financial LLC and Kestra Financial, Inc. Abracosa has Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to work in California. Kestra Advisory Services, LLC is a business headquartered in Austin, Texas. The company has offices in 519 locations and a total of 1,291 employees. It has $22 billion in total assets across its 81,360 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 54 charities and foundations. Of its 81,360 client accounts, just 14% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely are based on which services the firm provides the client. However, fee types charged by Kestra Advisory Services, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 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

Yes

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

Raymond Abracosa Work History

Raymond has 11 years of experience.

2019 - Present (1 year)

Kestra Financial, Inc

2009 - 2012 (3 years)

Southland Credit Union

2009 - 2019 (10 years)

Lpl Financial LLC

Disclosures

Raymond Abracosa has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Kestra Advisory Services, LLC

Marcus Hernandez
Poland, OH
James Mahoney
Northampton, MA
Shawn Thompson
Austin, TX
Julia Perez
Austin, TX
Charles Seely
Cincinnati, OH
Mark Buhrke
Alpharetta, GA
Kerry Jackson
Memphis, TN
Gregory Chebuske
Fairfield, NJ

This content was compiled from the SEC and FINRA.

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