Roxanne
Kirk
Kestra Advisory Services, LLC
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About this Advisor
Roxanne Kirk is a financial advisor based out of Flagstaff, Arizona. Kirk works at Kestra Advisory Services, LLC. Their career trajectory has included roles at Ryleigh Wealth Management - Kestra, Edward Jones, Your People (Dba Zenefits), Marine Corps Community Services (Mccs), Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Kirk maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in Arizona. Kestra Advisory Services, LLC is an advisory firm that has its headquarters in Austin, TX. The company has offices in 544 locations and a total of 1,311 financial advisors. It administers $42 billion in total assets between its 140,407 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 132 charities and foundations. Of its 140,407 client accounts, 17% belong to high-net-worth individuals who have greater than $1 million in investable assets. Kestra Advisory Services, LLC provides a wide array 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 for financial advice usually are based on which services are offered. Fee types billed by Kestra Advisory Services, LLC may include some combination 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
Roxanne Kirk Work History
Roxanne has been registered as a financial advisor for 0 years.*
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Ryleigh Wealth Management - Kestra
Edward Jones
Your People (Dba Zenefits)
Marine Corps Community Services (Mccs)
*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 Roxanne Kirk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Grand Rapids, MI
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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