Robert Pessell
Robert Pessell is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Encino, CA, with 40 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
6345 Balboa Blvd, Suite 290, Encino, CA, 91316
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert sells insurance as an agent for Partners Insurance, dedicating about half his time to this activity. He is also the sole owner of Pessell Financial & Insurance Services, Inc and sits on the management committee of FMS Financial Partners, Inc, both insurance-related, but spends minimal time on these roles. Robert also provides investment advisory services through Kestra Advisory Services, LLC, potentially dedicating up to a full-time commitment.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Financial Network Investment CorporationBroker
Fms Securities, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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