Kestra Advisory Services, LLC
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About this Advisor
Robert Miller is an advisor who lives in Austin, Texas. Currently an investment advisor with Kestra Advisory Services, LLC, they have gathered a notable 24 years of professional experience. Miller holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Miller can act as a financial advisor based out of Illinois. Throughout their career, they have worked at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Wfg Investments, Inc and Kestra Financial, Inc. Kestra Advisory Services, LLC is based out of Austin, Texas, and has 513 locations across the country. As a registered advisory firm, Kestra Advisory Services, LLC oversees $20 billion in assets throughout 75,277 accounts and retains more than 1,231 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the United States. The firm manages 53,194 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 12% of the firm's investors are high-net-worth individuals, meaning they have over $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
- Pension consulting services
- Selection of other advisers
Robert Miller Work History
Robert has 24 years of experience.
Kestra Financial, Inc
Wfg Investments, Inc
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Robert Miller has disclosures.
Please visit their SEC profile for more details.