Kestra Private Wealth Services Email Formats

Financial Services • Austin, Texas, United States • 11-20 Employees

Kestra Private Wealth Services Email Formats

Kestra Private Wealth Services uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@kestrafinancial.com), used 68.8% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@kestrafinancial.com	68.8%
{first initial}.{last name}	j.doe@kestrafinancial.com	25%
{first initial}{first initial}.{last name}	jj.doe@kestrafinancial.com	6.2%

Key Contacts at Kestra Private Wealth Services

Scott Wilson

Co-Founder

Kevin Foote

Senior Director Of Project Management

Serena Kokka

Chief Administrative Officer, Executive Director

Company overview

Headquarters	5707 Southwest Pkwy, Austin, TX 78735, US
Website	kestrafinancial.com
NAICS	52
Keywords	Investments, Financial Services, Wealth Management, Financial Planning
Employees	11-20

About Kestra Private Wealth Services

As you exit the wirehouse, Kestra Private Wealth Services will help you prepare for starting your own, independent business at every step on your way to freedom. Our investment in you is every bit as critical as your investment in us. We don’t just sign up a financial advisor and it’s “on to the next.” We take in a select few and commit to giving them everything they need before, during, and after their transition into an independent success. Meet Kestra Private Wealth Services at www.kestrafinancial.com/partner-with-us/turnkey-model Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

Kestra Private Wealth Services has 6 employees across 5 departments.

Departments

Number of employees

Funding Data

Kestra Private Wealth Services has never raised funding before.

Frequently asked questions

Kestra Private Wealth Services is located in Austin, Texas, US.

Kestra Private Wealth Services has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.