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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: KESTRA ADVISORY SERVICES, LLCCRD Number: 283330Annual Amendment All SectionsRev. 10/20213/28/2024 1:56:19 PMWARNING: Complete this form truthfully. False statements or omissions may result in denial of your application, revocation of your registration, or criminal prosecution. You must keep this form updated by filing periodic amendments. See Form ADV General...
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Kestra Advisory Services LLC is a financial services firm that provides investment advisory services to clients, helping them manage their investment portfolios and achieve their financial goals.
Investment advisors and financial professionals who are associated with Kestra Advisory Services LLC are required to file necessary documents and reports to remain compliant with regulatory requirements.
To fill out the forms for Kestra Advisory Services LLC, individuals must provide personal and financial information, outlining their background, investment goals, and compliance information as required by the firm's application process.
The purpose of Kestra Advisory Services LLC is to offer personalized financial advice and investment management services to clients, helping them navigate the complexities of financial planning and investment.
Clients and advisors must report information including personal identification details, investment strategies, financial policies, and compliance with regulatory obligations when dealing with Kestra Advisory Services LLC.
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