Best Investors Account Sign in
Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-11-09
  • PA RA
    APPROVED
    Since 2022-11-09

Branch Locations

7011 Crider Rd Suite 101, Mars, PA 16046 • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network, Llc Mars PA 08/2016 11/2022
Kestra Investment Services Llc Mars PA 11/2022 Present
Kestra Advisory Services Llc Mars PA 11/2022 Present
Previous Registrations
Other Businesses

Business Name: BECKER WEALTH MANAGEMENT POSITION: RR NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/08/2022 ADDRESS: 7011 Crider Road, Suite 101, Mars PA 16046 DESCRIPTION: RR Business Name: KESTRA ADVISORY SERVICES LLC POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/08/2022 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESCRIPTION: IAR

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-24
  • S66 Uniform Combined State Law Examination
    2005-01-24

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Mars, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor