Troy
Ahrens

Kestra Advisory Services, LLC

CRD#2679025
Investment Advisor
in Austin, TX
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About this Advisor

Troy Ahrens is a financial advisor who is based in Austin, Texas. Currently an investment advisor with Kestra Advisory Services, LLC, they have gathered 10 years of professional experience in the financial advisory industry. Ahrens maintains Series 63 and Series 66 licenses, designating the advisor as a securities representative. Ahrens is able to serve customers based out of Texas. Throughout their career, they have worked at Nfp Securities, Inc and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is based out of Austin, Texas, and operates out of 513 other offices across the United States. As a registered investment firm, Kestra Advisory Services, LLC oversees $20 billion in assets across 75,277 client accounts and employs more than 1,231 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. The firm manages 53,194 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. 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 may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1221 South Mopac Expressway Suite 250
Austin, TX 78746

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$20,417,813,140

TX Average: $3,042,739,679
Total Number of Employees

1,231

TX Average: 49
Total Number of Accounts

75,277

TX Average: 2,315
Average Account Size

$271,236

TX Average: $1,314,358

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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

Troy Ahrens Work History

Troy has 10 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2008 - 2016 (8 years)

Nfp Securities, Inc

Disclosures

Troy Ahrens has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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