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Aisha Ann Rada

Investment adviser representative at Kestra Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Kestra Advisory Services, LLCOct 2026 to now
  2. Kestra Investment Services, LLCOct 2026 to now
  3. Ameriprise Financial Services, LLCJan 2026 to Oct 2026
  4. Saylor & Cargile, LLC dba Fields Wealth Management: AmeripriseSep 2025 to Dec 2025
  5. Robert W. Baird & Co. IncorporatedNov 2024 to Sep 2025
  6. J.P. Morgan Securities LLCJun 2022 to Nov 2024
  7. JPMorgan Chase Bank, N.A.Jun 2022 to Nov 2024
  8. Ameriprise Financial Services, LLCNov 2020 to Jun 2022
  9. J.P. Morgan Chase Bank NAAug 2019 to Nov 2020
  10. JP Morgan Securities LLCAug 2019 to Nov 2020
  11. Livenomadik, LLCJul 2018 to Dec 2020
  12. Hickman Investments the MercantileJun 2018 to Jul 2019
  13. Strittmatter Wealth ManagementJun 2018 to Jun 2018
  14. Hip Chic BoutiqueMar 2018 to Jul 2018
  15. UnemployedOct 2017 to Feb 2018
  16. Cambridge Investment ServicesJun 2017 to Oct 2017
  17. Oakcrest CapitalJun 2017 to Oct 2017
  18. Cambridge Investment Research Advisors, Inc.Mar 2017 to Oct 2017
  19. Cambridge Investment Research, Inc.Mar 2017 to Oct 2017
  20. UnemployedOct 2016 to Feb 2017

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 1 state (TX).

Kestra Advisory Services, LLC

$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6408535
Firm CRD
283330
Advisor's SEC record (opens in a new tab)
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