Kestra Advisory Services, LLC
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About this Advisor
Trudy Stanley is a financial advisor operating in South Burlington, Vermont who has 7 years of industry experience. Stanley works at Kestra Advisory Services, LLC. The advisor has gained experience at Northeast Benefits Management LLC, Nfp Securities Inc, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Stanley maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Vermont. Kestra Advisory Services, LLC is a company that has its headquarters in Austin, TX. The investment advisory business has offices in 544 locations and a total of 1,311 advisors. It oversees $42 billion in assets among its 140,407 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 132 charities and foundations. Of its 140,407 customer accounts, 17% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types billed by Kestra Advisory Services, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
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Kestra Advisory Services, LLC Brokerage Details
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
Trudy Stanley Work History
Trudy has been registered as a financial advisor for 7 years.*
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Northeast Benefits Management LLC
Nfp Securities Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Trudy Stanley 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
Saint Augustine, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact email@example.com.
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