Sonya
Ranker

Kestra Advisory Services, LLC

CRD#6203107
Investment Advisor
in Austin, TX
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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

Series 66, Certified Financial Planner

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

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

Sonya Ranker Work History

Sonya has 11 years of experience.

2018 - Present (1 years)

Kestra Financial Securities, Inc

2013 - Present (6 years)

Questmont Strategic Wealth Advisors

2007 - 2013 (6 years)

Self-Employed Personal Trainer

Disclosures

Sonya Ranker has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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