Steven A Griffith Kestra Investment Services

Filter Type:

About Us Kestra Financial

Details: As of Dec. 31, 2020, includes combined revenue of Kestra Financial, Inc. and its subsidiaries. We are a financial services platform that is more than simply a broker-dealer. We process investment transactions and provide investment advisory services, and we're committed to helping financial professionals and investors achieve success. what is kestra investment services

› Verified Just Now

› Url: https://www.kestrafinancial.com/about-us Go Now

› Get more: What is kestra investment servicesList Investing

Mundi Financial Joins Kestra Private Wealth Services

Details: Mundi Financial Joins Kestra Private Wealth Services. 09/10/2019. AUSTIN, Texas--Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. supporting independent advisor teams nationwide, announces the addition of newly independent advisors of Mundi Financial from Middletown, New York.Led by CEO and … kestra investments llc

› Verified 7 days ago

› Url: https://www.kestrafinancial.com/newsroom/news-releases/mundi-financial-joins-kestra-private-wealth-services Go Now

› Get more: Kestra investments llcList Investing

KESTRA INVESTMENT SERVICES, LLC

Details: KESTRA INVESTMENT SERVICES, LLC SEC# 42046 8-49672 Main Office Location Mailing Address Business Telephone Number Doing business as KESTRA INVESTMENT SERVICES, LLC 844-553-7872 Regulated by FINRA Dallas Office 5707 SOUTHWEST PARKWAY BUILDING 2, SUITE 400 AUSTIN, TX 78735 5707 SOUTHWEST PARKWAY BUILDING 2, SUITE 400 AUSTIN, TX 78735 ©2021 FINRA. kestra financial services

› Verified 5 days ago

› Url: https://files.brokercheck.finra.org/firm/firm_42046.pdf Go Now

› Get more: Kestra financial servicesList Investing

Kestra Private Wealth Services, LLC Wealthminder

Details: Kestra Private Wealth Services, LLC Kestra Private Wealth Services, LLC (CRD# 155193) is a financial advisory firm headquartered in Austin, TX. They manage $2,998,016,363 in 8,691 accounts and serve the financial needs of clients across 43 states (or territories). kestra advisory services

› Verified 3 days ago

› Url: https://www.wealthminder.com/financial-advisors/advisory-firms/kestra-private-wealth-services-llc/1623/ Go Now

› Get more: Kestra advisory servicesList Investing

Kestra Advisory Services, LLC

Details: NFP Advisor Services,LLC, a broker-dealer and registered investment adviser rebranded to Kestra Investment Services, LLC (Kestra IS), and transferred its advisory business to a new affiliate successor entity, Kestra Advisory Services, LLC (Kestra AS). We have no legal or disciplinary events relating to our firm’s advisory services. Our affiliate kestra financial inc

› Verified 1 days ago

› Url: https://partnerswealth.com/wp-content/uploads/2018/09/PWM_Kestra_Investment_Advisor_Registration-2016.04.01.pdf Go Now

› Get more: Kestra financial incList Investing

Kestra Financial latest broker-dealer to be put up for

Details: Kestra Financial Inc. is the latest large independent broker-dealer to be put up for sale and is currently being shopped around by its private equity parent, according to industry sources. kestra advisory services llc

› Verified 6 days ago

› Url: https://www.investmentnews.com/kestra-financial-latest-broker-dealer-to-be-put-up-for-sale-77391 Go Now

› Get more: Kestra advisory services llcList Investing

Steven K. Daury, CFP®

Details: Steven K. Daury, CFP® An important element to successful investing is to manage investment risk while maintaining the potential for growth. Any web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra Investment Services LLC or Kestra Advisory Services, LLC are liable for any direct or indirect kestra financial address

› Verified 3 days ago

› Url: https://www.daurywealthmanagement.com/learning_center/research/ Go Now

› Get more: Kestra financial addressList Investing

Kestra Advisory Services Review 2021 investor.com

Details: Kestra Advisory Services Review. add_a_photo. June 4th, 2021. Kestra Advisory Services, registered in 1998, serves 53 state (s) with a licensed staff of 1,192 advisors. Kestra Advisory Services manages $34.8 billion and provides investment advisory services for 66,441 clients (1:56 advisor/client ratio).

› Verified 7 days ago

› Url: https://investor.com/rias/kestra-advisory-services-283330 Go Now

› Get more:  InvestList Investing

Kestra Investment Services Review: Information for

Details: Kestra Investment Services (CRD#: 42046) is a Texas-based brokerage firm that is licensed to operate in all 50 states as well as in several U.S. territories. Prior to 2014, this firm was part of NFP Advisor Services, LLC. If you are currently investing with this brokerage firm, or you have invested with it at any point in the past, you need to be aware of the history of regulatory sanctions

› Verified 6 days ago

› Url: https://www.sonnlaw.com/investigations/kestra-investment-history-regulatory-sanctions/ Go Now

› Get more:  InvestList Investing

KESTRA INVESTMENT SERVICES, LLC · 5707 Southwest Pkwy

Details: KESTRA INVESTMENT SERVICES, LLC (Registry# 105040893) is a business registered with Oregon State, Secretary of State, Corporation Division. The registry date is September 26, 2014. The address is 5707 Southwest Pkwy, Bldg 2 Ste 400, Austin, TX 78735.

› Verified Just Now

› Url: https://opencorpdata.com/us-or/105040893 Go Now

› Get more:  BusinessList Investing

Kestra Advisory Services, LLC

Details: investment advisers act of 1940 release no. 5185 / march 11, 2019 administrative proceeding file no. 3-19088 in the matter of kestra advisory services, llc respondent. order instituting administrative and cease-and-desist proceedings, pursuant to sections 203(e) and 203(k) of the investment advisers act of 1940, making findings, and

› Verified 3 days ago

› Url: https://www.sec.gov/litigation/admin/2019/ia-5185.pdf Go Now

› Get more:  InvestList Investing

First Street Financial

Details: First Street Financial Advisors and Kestra are separate and unrelated companies. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and

› Verified 3 days ago

› Url: https://www.firststfinancial.com/ Go Now

› Get more:  BusinessList Investing

Kestra Private Wealth Services

Details: Kestra Private Wealth Services, San Diego, California. 969 likes · 3 talking about this. Kestra Private Wealth is the leading full service independent RIA for advisors seeking independence. Join us,

› Verified 3 days ago

› Url: https://www.facebook.com/KestraPrivateWealthServices/ Go Now

› Get more:  Online CoursesList Investing

Calculators : Daury Wealth Management, LLC

Details: Steven K. Daury, CFP® Saving & Investing. College Funding. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a

› Verified 6 days ago

› Url: https://www.daurywealthmanagement.com/learning_center/calculators/ Go Now

› Get more:  BusinessList Investing

Value vs. Growth Investing Steven Hein

Details: Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Hein Wealth & Tax Solutions LLC. is not affiliated with Kestra IS or Kestra AS. Kestra IS nor it's affiliates and Hein Wealth & Tax Solutions LLC, are not Certified Public Accounting (CPA) firms.

› Verified 9 days ago

› Url: https://www.heinwealth.com/resource-center/investment/value-vs-growth-investing Go Now

› Get more:  AccountingList Investing

Kestra Broker Accused Of Fraud In $7.7M FINRA Complaint

Details: Breach of Fiduciary Duty Involving Retirement Fund Alleged. Stephen Fergus Curry, a longtime Kestra Advisory Services registered representative, is named in a nearly $7.8M Financial Industry Regulatory Authority (FINRA) complaint accusing him of breach of fiduciary duty over services performed related to a retirement fund.. Curry has been with Kestra for 13 years.

› Verified 9 days ago

› Url: https://www.investorlawyers.com/blog/kestra-broker-finra-complaint-involvement/ Go Now

› Get more:  Online CoursesList Investing

NFP Advisor Services to rebrand as Kestra Financial

Details: Stone Point Capital Acquires Majority Stake in NFP Advisor Services NFP Advisor Services to rebrand as Kestra Financial. NEW YORK – April 4, 2016 – NFP, a leading insurance broker and consultant, has entered into an agreement with funds managed by Stone Point Capital LLC (Stone Point), a private equity firm focused on investing in the global financial services industry.

› Verified 8 days ago

› Url: https://resources.kestrafinancial.com/webfiles/public/kestra/press/040416.html Go Now

› Get more:  InvestList Investing

Evans Wealth Planning Springfield, MO Financial Advisors

Details: Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Evans Wealth Planning, LLC is a member of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with Evans Wealth Planning, LLC or PartnersFinancial. Kestra IS and Kestra AS do not provide tax or legal advice.

› Verified 6 days ago

› Url: https://www.evanswealthplanning.com/ Go Now

› Get more:  InvestList Investing

Kestra Advisory Services, LLC Wealthminder

Details: Kestra Advisory Services, LLC Kestra Advisory Services, LLC (CRD# 283330) is a financial advisory firm headquartered in Austin, TX. They manage $34,791,080,900 in 110,060 accounts and serve the financial needs of clients across 53 states (or territories).

› Verified 8 days ago

› Url: https://www.wealthminder.com/financial-advisors/advisory-firms/kestra-advisory-services-llc/49328/ Go Now

› Get more:  Online CoursesList Investing

The Cycle of Investing Steven Hein

Details: Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Hein Wealth & Tax Solutions LLC. is not affiliated with Kestra IS or Kestra AS. Kestra IS nor it's affiliates and Hein Wealth & Tax Solutions LLC, are not Certified Public Accounting (CPA) firms.

› Verified 6 days ago

› Url: https://www.heinwealth.com/resource-center/investment/the-cycle-of-investing Go Now

› Get more:  AccountingList Investing

Bluespring Wealth Partners Acquires Financial Partnership

Details: Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC, member FINRA/SIPC; H. Beck, Inc., member FINRA/SIPC; Arden Trust Company; Blue Spring Wealth Partners, LLC; and

› Verified 7 days ago

› Url: https://www.businesswire.com/news/home/20200805005136/en/ Go Now

› Get more:  InvestList Investing

Kestra Privacy Policy

Details: Thank you for establishing an account with a Kestra Financial , Inc. ( Kestra Financial )company, or engaging one of ourinvestment companies to provide you financial services.Kestra Financial is the parent company of Kestra Investment Services, LLC (formerly NFP Advisor Services, LLC), Kestra …

› Verified 5 days ago

› Url: https://resources.kestrafinancial.com/webfiles/public/Securities/Docs/kestra-privacy-policy.pdf Go Now

› Get more:  InvestList Investing

Kestra Private Wealth Services LinkedIn

Details: Kestra Private Wealth Services Financial Services San Diego, CA 877 followers Delivering the industry’s premier, full-service independent model, where independence meets peace of mind.

› Verified 3 days ago

› Url: https://www.linkedin.com/company/kestra-private-wealth-services Go Now

› Get more:  Online CoursesList Investing

The Adviser Center: Kestra Financial, Inc

Details: Kestra Financial leads the industry in wealth management, service and technology solutions,and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve.

› Verified Just Now

› Url: https://careers.investmentnews.com/adviser-center/profile/85 Go Now

› Get more:  Online CoursesList Investing

Steven Cohlmia, Financial Advisor in Wichita, KS U.S

Details: Steven Cohlmia is a financial advisor in Wichita, KS. He has been in practice for 19 years, the last 4 years at Kestra Financial, Inc.. No Certifications. 19 Years Experience. 3 Fee Structures for

› Verified 4 days ago

› Url: https://money.usnews.com/financial-advisors/advisor/steven-cohlmia-1907495 Go Now

› Get more:  Online CoursesList Investing

Kestra Financial LinkedIn

Details: Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by …

› Verified 9 days ago

› Url: https://www.linkedin.com/company/kestra-financial Go Now

› Get more:  Online CoursesList Investing

Steven Goldstein, CFP Financial Advisor in Alpharetta, GA

Details: Steven Goldstein is a financial advisor in Alpharetta, GA, and has earned his CFP. He has been in practice for 18 years, the last 5 years at Kestra Financial Services, Inc. This professional

› Verified 6 days ago

› Url: https://money.usnews.com/financial-advisors/advisor/steven-goldstein-4584706 Go Now

› Get more:  GoldList Investing

Kestra Appoints Industry Veteran As

Details: Austin, Texas-based Kestra Financial companies collectively oversee $113 billion in assets under administration (AUA) and support about 2,500 independent financial …

› Verified 3 days ago

› Url: https://www.fa-mag.com/news/kestra-appoints-industry-veteran-to-drive-tech--growth-56984.html Go Now

› Get more:  Online CoursesList Investing

Home Page / Davis Advisory Group / Albuquerque New Mexico

Details: Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Davis Advisory Group, LLC is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms.

› Verified 5 days ago

› Url: https://www.davisadvisorygroup.com/ Go Now

› Get more:  AccountingList Investing

Office Hours: Future Changes to Real Estate Investing

Details: The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual.

› Verified 8 days ago

› Url: https://brotmanmedia.com/office-hours-future-changes-to-real-estate-investing/ Go Now

› Get more:  InvestList Investing

Kestra Financial, Inc. Recruits Industry Innovator Nick

Details: Kestra Financial, Inc. is the parent company of Arden Trust Company, Bluespring Wealth Partners, LLC, and Kestra Investment Services, LLC ("Kestra IS"), member FINRA/SIPC, as well as H. Beck, Inc

› Verified 4 days ago

› Url: https://finance.yahoo.com/news/kestra-financial-inc-recruits-industry-130000551.html Go Now

› Get more:  InvestList Investing

25 Best Financial Service Near New Castle, Delaware

Details: Steven Kranzley $ · 55 likes. Financial Service. Financial Planner · Investing Service · Financial Consultant. 228 Philadelphia Pike Suite A, Wilmington, DE 19809 Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC

› Verified 8 days ago

› Url: https://www.facebook.com/biz/new-castle-delaware/financial-services/ Go Now

› Get more:  InvestList Investing

DOL Finalizes Regulation on Investment Duties Gallagher USA

Details: Author: Steven Grieb, J.D., CEBS On October 30th, the Department of Labor (the “DOL”) finalized its investment duties regulation under ERISA. The final regulations require plan fiduciaries to select investments and investment courses of action based solely on financial considerations relevant to the risk-adjusted economic value of a particular investment or investment course of action.

› Verified 3 days ago

› Url: https://www.ajg.com/us/news-and-insights/2020/nov/dol-finalizes-regulation-investment-duties/ Go Now

› Get more:  InvestList Investing

Steven B Goldstein

Details: Steven Goldstein is a financial professional at Kestra Advisory Services, LLC, a $29B RIA based in Austin, TX. Steven is also registered with Kestra Investment Services, LLC, a broker-dealer with over 1,800 registered representatives nationwide. Steven has held an industry securities registration for 17 years and is subject to SEC and FINRA

› Verified 1 days ago

› Url: https://www.brightscope.com/financial-planning/advisor/268134/Steven-B-Goldstein/ Go Now

› Get more:  GoldList Investing

STEVEN M BRUNDAGE

Details: Steven M Brundage - Ameriprise Financial Services in Las Vegas, reviews by real people. Yelp is a fun and easy way to find, recommend and talk about what’s great and not so great in Las Vegas and beyond.

› Verified 4 days ago

› Url: https://www.yelp.com/biz/steven-m-brundage-ameriprise-financial-services-las-vegas-4 Go Now

› Get more:  Online CoursesList Investing