Tag: Kestra Investment Services
Former UBS Team Leaves Wirehouse Channel for Kestra
Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial Inc., has added Three Bridges Planning, a five-person team...
Private Equity Firm to Purchase Majority Stake in Kestra Financial
Global private equity firm Warburg Pincus LLC has agreed to purchase a majority interest in independent broker-dealer Kestra Financial Inc. from its current owner...
Private Equity Firm Taps Goldman to Sell Kestra Financial
Private equity firm Stone Point Capital is planning to sell independent broker-dealer Kestra Financial Inc., less than three years after it purchased the firm...
Kestra Financial Hires New Vice President of Business Development
Kestra Financial Inc., an independent advisor platform headquartered in Austin, Texas, has hired 20-year financial services veteran Austin Moon III as its new vice...
Kestra Financial Recruits Law Enforcement-Focused Advisory Group from LPL
Independent advisor platform Kestra Financial Inc. has recruited Merrick Financial Group, a New York-based wealth management firm that serves the law enforcement community and...
Kestra Private Adds Another Former Wells Fargo Advisors Team
Kestra Private Wealth Services LLC, a registered investment adviser subsidiary of Kestra Financial Inc., has added St. Louis-based Undivided Wealth Management to its platform.
Undivided...
