Best Investors Account Sign in
Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Kestra Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-10-24
TX RA APPROVED_RES 2023-07-27
IL RA APPROVED 2016-07-28
  • FL RA
    APPROVED
    Since 2023-10-24
  • TX RA
    APPROVED_RES
    Since 2023-07-27
  • IL RA
    APPROVED
    Since 2016-07-28

Branch Locations

745 Mcclintock Dr Suite 120, Burr Ridge, IL 60527 • United States

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

Pompano Beach, FL • 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
Kestra Advisory Services, Llc Burr Ridge IL 07/2016 Present
Kestra Investment Services, Llc Burr Ridge IL 07/2016 Present
Previous Registrations
Other Businesses

Business Name: BlueLake Wealth Advisors, LLC. Investment Related: Yes Address: 745 McClintock Dr. Suite 120 Burr Ridge IL 60527 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 7/28/2016 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Give financial advice to clients with their investments.Business Name: Kestra Advisory Services, LLC. Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: IAR Start Date: 7/28/2016 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Provide Investment advice.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-06
  • S66 Uniform Combined State Law Examination
    2013-12-06
Other Names
  • Salvatore Labarbera

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Burr Ridge, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor