Kestra Advisory Services, LLC
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About this Advisor
Sonya Ranker is a certified financial planner in Austin, Texas. Currently a registered advisor at Kestra Advisory Services, LLC, Ranker has 11 years of work experience. Ranker has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Ranker is registered to work with investors in Pennsylvania. Their career trajectory has included roles at Questmont Strategic Wealth Advisors, Self-Employed Personal Trainer and Kestra Financial Securities, Inc. Kestra Advisory Services, LLC is headquartered in Austin, Texas, and operates out of 513 offices in the nation. As a registered advisory firm, Kestra Advisory Services, LLC oversees $20 billion in assets throughout 75,277 accounts and employs more than 1,231 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the nation. The firm manages 53,194 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 12% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Kestra Advisory Services, LLC can provide 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
Sonya Ranker Work History
Sonya has 11 years of experience.
Kestra Financial Securities, Inc
Questmont Strategic Wealth Advisors
Self-Employed Personal Trainer
Sonya Ranker has no disclosures.
Please visit their SEC profile for more details.