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TK
CFP
TK
CFP

Troy Kestner

Raymond James & Associates, INC.
32 Years of Experience
Fayetteville, AR
1 DisclosureBroker
View SEC Summary
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Troy Kestner is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Fayetteville, AR, with 32 years of industry experience. Troy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3945 N. Vantage Dr., Suite 3, Fayetteville, AR, 72703

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Troy is involved in several businesses, including real estate brokerage and rental properties through Better Together Properties, Creek, and Kaph LLC. He also owns and manages a cattle herd through Thorn & Thistle LLC and is involved with Elkins Public Schools, dedicating minimal time to each activity.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
April 2019 - Present · 7 yrs 6 mos
Raymond James & Associates, INC.
April 2019 - Present · 7 yrs 6 mos
Previous Registrations
Arvest Wealth Management
April 2006 - April 2019 · 13 yrs
Arvest Wealth ManagementBroker
April 2006 - April 2019 · 13 yrs
Raymond James Financial Services
January 2003 - April 2006 · 3 yrs 3 mos
Raymond James Financial Services, INC.Broker
November 2002 - April 2006 · 3 yrs 5 mos
AXA Advisors, LLC
March 2000 - August 2002 · 2 yrs 5 mos
AXA Advisors, LLCBroker
February 1994 - August 2002 · 8 yrs 6 mos
The Equitable Life Assurance Society of the United StatesBroker
February 1994 - January 2000 · 5 yrs 11 mos
State Registrations11 states
ARAZCACOFLKSMNMOOKSCTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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