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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
tmcnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from tmcnet.com Daily Mail and Mail on Sunday newspapers.

United statesDaniel schwambStephen langloisKestra holdingsKestra financial incBusiness development at kestra financialKestra private wealth servicesKestra investment servicesKestra advisory servicesFinancial wrapsRecord recruitingExecutive vice presidentBusiness developmentKestra private wealthKestra financial

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.

United statesBlack diamondRobert bob mcculloughLawrance johnsonKate medeirosLiza firminMorgan smithDaniel schwambBrent arnoldMichael loveJacob forscheinMonisha potterBrandy fisherJon vingeVance brownMike hill

$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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San antonioUnited statesJason duffautMatt donaghueDaniel schwambJohn hanlonKestra holdingsKestra advisory servicesMission financial plannersKestra investment servicesMember of mission financial plannersKestra private wealth servicesBusiness development at kestra financialManaging members kenneth hamiltonKestra financialManaging member

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."

United statesWarburg pincusKen morrisLarry slabotskyDaniel schwambKestra holdingsKestra private wealth servicesSociety for lifetime planningKestra financialLifetime planningManaging director larry slabotskyExecutive vice presidentKestra investment managementOak hill capital

Crawford Financial Services Aligns With Kestra Financial

Crawford Financial Services Aligns With Kestra Financial
channelbiz.co.uk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from channelbiz.co.uk Daily Mail and Mail on Sunday newspapers.

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