Kestra Advisory Services, LLC
Answer a few questions and
get matched with an advisor.
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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Kestra Advisory Services, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
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.