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Joseph Mills

Kestra Advisory Services, LLC

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About Joseph Mills

Joseph Mills is a financial advisor who is registered with the state of Maryland. Joseph is a Certified Financial Planner with experience providing financial advice to individuals and businesses. Joseph's primary affiliation is with Kestra Advisory Services, LLC, where Joseph is a registered representative. Joseph previously worked with BFG Financial Advisors and has held positions in various other organizations. Joseph has a strong understanding of the financial markets and investment strategies, which Joseph leverages to help clients achieve their financial goals. Joseph offers a variety of financial planning services including investment management, retirement planning and estate planning.

Firm Information

Joseph Mills is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Mills’s Registration & Firm History

TX

06/05/2023 - Present

Kestra Advisory Services, LLC (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 06/02/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/09/2023

Series 7TO - General Securities Representative Examination

BC

Issued 09/30/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Mills.
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