Top Kestra Financial Competitors and Alternatives | Craft.co

Kestra Financial's main competitors include JIC, TauRes, APG and Retirement Planners of America. Compare Kestra Financial to its competitors by revenue, employee growth and other metrics at Craft.

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Kestra Financial: Revenue, Competitors, Alternatives

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Kestra Financial top competitors are Robotics Fund Investment Opportunities, Solovis and H.D. Vest Financial Services and they have annual revenue of $76M and 468 employees. ... Kestra …

growjo.com

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Kestra Holdings: Revenue, Competitors, Alternatives - Growjo

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Kestra Holdings top competitors are AiRFLOW and Prefect and they have annual revenue of $8.1M and 48 employees. ... Employee Data. Kestra Holdings has 48 Employees. ... 60, …

growjo.com

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Kestra Financial Revenue, Growth & Competitor Profile - IncFact.com

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Nov 25, 2024 · (Annual sales and employees) Kestra Financial's annual revenues are Over $500 million ... Trademark applications show the products and services that Kestra Financial is …

incfact.com

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Kestra Technologies - Products, Competitors, Financials, …

2 weeks from now

08:00 ET Kestra Raises $8M to Lead the Future of Orchestration for Business-Critical Workflows. Sep 23, 2024. News provided by Share this article Share toX Funding Round: Kestra raised …

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FAQs about Top Kestra Financial Competitors and Alternatives | Craft.co Coupon?

What is Kestra Financial?

Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC (Kestra IS), which is a member of FINRA/SIPC, and of Kestra Private Wealth Services, LLC (Kestra PWS) and Kestra Advisory Services, LLC (Kestra AS). Securities are offered through registered representatives of Kestra IS. ...

Did Kestra Advisory Services return $125 million?

In 2019, Kestra Advisory Services was one of the 79 investment advisors that agreed to return $125 million to clients as part of settled actions for receiving 12b-1 fees for investments selected for clients without adequate disclosure, including disclosures that were inconsistent with the advisors’ actual practices. ...

Did Kestra Financial fail to disclose compensation?

Kestra Financial failed to disclose compensation received by their affiliated broker-dealer when investing client assets in certain mutual funds. Two Kestra Financial divisions have been ordered by the Securities and Exchange Commission to pay a total of $10.3 million for this violation. ...

Does Kestra recruit from employee-model firms?

Kestra has recruited teams from employee-model firms in recent years. For instance, they recruited a $300 million-asset team from Merrill in Ohio last summer and a $340 million-asset team from UBS Wealth Management USA in Rhode Island two years ago. ...