DFX Intelligence
Advisors
Advisors registered through Kestra Advisory Services, LLCAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
1,453 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| William August Zimmer Certified Financial Planner · dual registrant | Kestra Advisory Services, LLC BD affiliated | Austin, Tx | Jun 12, 2023 | 12 y | 0 | 1 |
| Andrew Zoll dual registrant | Kestra Advisory Services, LLC BD affiliated | Pubelo, Co | Feb 28, 2024 | 10 y | 1 | 3 |
| Jeffrey Michael Zufall dual registrant | Kestra Advisory Services, LLC BD affiliated | Austin, Tx | Oct 13, 2017 | 31 y | 2 | 2 |
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