Orlando, FL S. Lakemont Ave Office
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Kestra Advisory
Enterprise
Firm-wide stats for Kestra Advisory
About
Kestra Advisory Services provides investment advisory and retirement‑plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm’s brochure describes services such as vendor searches and benchmarking, plan design and compliance testing, fiduciary consulting and oversight, plan‑level investment advice, employee education, pooled plan solutions, and advisor‑managed accounts.
Advisors act as ERISA fiduciaries where applicable and may be engaged to provide discretionary 3(38) or non‑discretionary 3(21) services; recommended investments are supported by due diligence that considers performance, fees, manager tenure, and investment process. Kestra distributes multiple management platforms and third‑party managed solutions (for example, AdvisorEnterprise and AdvisorChoice) and permits use of complex products and discretionary trading within its supervisory framework.
Compared with many enterprise peers, Kestra discloses activities that align with serving very large institutional investors: the firm reports approximately $79.8 billion in assets under management, acts as a placement agent for private funds, and offers pooled employer plan arrangements, and its disclosures indicate it counts sovereign wealth funds among its clients — a relatively uncommon client type for firms in this category. The brochure also highlights extensive affiliate and third‑party relationships (including an affiliated broker‑dealer and custodial/technology partners such as Envestnet and NFS), which expand product access but are identified in the disclosure as sources of potential conflicts of interest.
Based on Kestra Advisory
Expertise
Based on Kestra Advisory
Location
2420 S. Lakemont Ave, Suite 120
Orlando FL 32814
Advisors at this office
3
Advisors at this office
Charles A
Series 66
Orlando, FL
Kestra Advisory
Charles Allen is a financial advisor with Kestra Advisory, holding a Series 66 credential and 15 years of industry experience. Prior to joining Kestra Advisory in 2022, he worked for Concourse Financial Group Securities (formerly ProEquities, Inc.) from 2016 to 2022. Outside of his advisory role, he is involved in recruiting and advisor support and also owns a property management business in Indialantic, FL. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.
Abigail L
Series 66
Orlando, FL
Kestra Advisory
Abigail Lovaglio is a Series 66 credentialed advisor with Kestra Advisory, based in Orlando, FL. She has experience working at Kestra Investment Services and Kestra Advisory Services since 2024 and 2026 respectively, following roles at Dynamic Equipment Group and Mondelez International. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, vendor benchmarking, and access to multiple management platforms, serving a range of clients from large institutions to sovereign wealth funds.
Mitchell W
Series 63, Series 65
Orlando, FL
Kestra Advisory
Mitchell Walk is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Kestra Advisory since 2016 and also has roles with Retirement Wealth Specialists Inc. and Kestra Investment Services, LLC. Outside of his advisory work, he serves on the Board of Trustees for Flagler College, participating in enrollment, facilities, and advancement committees. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers a range of fiduciary services and access to multiple management platforms while managing approximately $79.8 billion in assets, including relationships with sovereign wealth funds.
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