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Brian Joseph Troska

Kestra Investment Services, LLC

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About Brian Joseph Troska

Brian Troska is a financial advisor with Kestra Investment Services, LLC in Austin, TX. Brian has over 25 years of experience in the financial services industry. Brian holds FINRA Series 4, 7, 24, 63, 99TO, and SIE licenses. Brian is registered with the state of Texas.

Firm Information

Brian Troska is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Brian Troska’s Registration & Firm History

TX

06/11/2004 - Present

Kestra Investment Services, LLC (AUSTIN TX)

NE

03/29/2000 - 01/14/2003

AMERITRADE, INC. (OMAHA NE)

NE

07/08/1996 - 12/31/2001

AMERITRADE (BELLEVUE NE)

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Licenses & Designations

BC

Issued 07/08/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/29/2001

Series 4 - Registered Options Principal Examination

BC

Issued 12/21/1998

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Joseph Troska.
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