Konstantina
Castro
Kestra Advisory Services, LLC
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About this Advisor
Konstantina Castro is a financial advisor based out of Vancouver, Washington with 4 years of industry experience. Castro is an employee of Kestra Advisory Services, LLC. Over the course of their career, Castro has held roles at Columbia Metal Works, Beacon Pacific, Foresters Financial Services, Parthenon Properties, LLC, Lepitsa 1 LLC, Foresters Advisory Services, Atlas Investments, LLC, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Castro holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Texas and Washington. Kestra Advisory Services, LLC is a firm operating out of Austin, TX. It has offices in 544 locations and a total of 1,311 financial advisors. It has $42 billion in total assets across its 140,407 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 132 charitable organizations. Of its 140,407 customer accounts, 17% are associated with high-net-worth individuals who have more than $1 million in assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules largely vary depending on which services are provided. Fees charged by Kestra Advisory Services, LLC most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
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
Konstantina Castro Work History
Konstantina has been registered as a financial advisor for 4 years.*
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Parthenon Properties, LLC
Lepitsa 1 LLC
Atlas Investments, LLC
Foresters Advisory Services
Columbia Metal Works
Foresters Financial Services
Beacon Pacific
*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.
Disclosures
Please visit the SEC profile of Konstantina Castro 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 Paul, MN
Austin, TX
Saint Augustine, FL
Austin, TX
Paramus, NJ
Lutherville Timonium, MD
Charlotte, NC
Austin, TX
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 profile-compliance@smartasset.com.
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