Zachary
Levine
Kestra Advisory Services, LLC
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About this Advisor
Zachary Levine is a financial advisor based in Austin, Texas, working with Kestra Advisory Services, LLC. Zachary has previously held positions at Mtsu, Tennessee Small Business Development Center, Bankers Life And Casualty Company, Kestra Investment Services, LLC, and Kestra Advisory Services, LLC. Zachary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, Zachary is part of Kestra Advisory Services, LLC, which operates out of Austin, Texas. The firm has 544 offices and 1,266 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$48,324,319,629
1,266
140,425
$344,129
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
Zachary Levine Work History
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
None
Bankers Life And Casualty Company
Tennessee Small Business Development Center
Mtsu
Disclosures
Please visit the SEC profile of Zachary Levine to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kestra Advisory Services, LLC
Mckinney, TX
Austin, TX
Austin, TX
Austin, TX
Willowbrook, IL
Pittsburgh, PA
South Burlington, VT
Austin, TX
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