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Kestra Financial Wraps 2023 With Record Recruiting and $9 5 Billion in New Assets

Kestra Financial Wraps 2023 With Record Recruiting and $9 5 Billion in New Assets
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Kestra Financial continues strong growth as 23 professionals add $1 3B AUM

The second-quarter additions follow the 26 who joined the platform in Q1.

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$120 Million Advisor Trio Enhances Entrepreneurial Spirit and Service Offerings, Joins Kestra Financial

$120 Million Advisor Trio Enhances Entrepreneurial Spirit and Service Offerings, Joins Kestra Financial
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The Society for Lifetime Planning Joins Kestra Financial

With the acquisition of The Society for Lifetime Planning, with $600 million in AUM, Kestra is on track for its "best year ever."

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Crawford Financial Services Aligns With Kestra Financial

Crawford Financial Services Aligns With Kestra Financial
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United statesMatt biggsScott crawfordDaniel schwambKestra holdingsKestra private wealth servicesCrawford financial servicesKestra investment servicesKestra advisory servicesBusiness development at kestra financialKestra financialPresident scott crawfordVice president mattExecutive vice presidentBusiness development