Kestra Investment Services, LLC | Kestra Advisory Services, LLC | Kestra Institutional Services, LLC | Kestra Private Wealth Services, LLC
Thank you for establishing an account or investment advisory relationship with a Kestra Financial, Inc. (“Kestra Financial”) company. Kestra Financial is the parent company of Kestra Investment Services, LLC, Kestra Advisory Services, LLC, Kestra Private Wealth Services LLC (formerly Washington Wealth Management, LLC) and Kestra Institutional Services, LLC (formerly NFP RIA Services, LLC). The information provided below applies to these Kestra Financial companies. Your financial advisor has associated with a Kestra Financial company as his/her broker-dealer and/or investment adviser, to provide you investment products and services. These privacy policies apply to clients who obtain or apply for a financial product or service, or have done so in the past, with any of the Kestra Financial companies referenced above. They do not apply to any outside business activity your financial advisor may engage in separate from our companies. Please take a moment to read the following information regarding our privacy policies, which apply to all client relationships, including individual, corporate, and retirement plan clients. We also have provided disclosure information regarding select provider relationships, the public disclosure program of the Financial Industry Regulatory Authority (FINRA) and consolidated financial account reports. If you are a client who receives advisory services from one of our companies, information about material changes to Form ADV 2A of the applicable company, and how to obtain a current copy of this disclosure document, is also provided. Regulations require that we send this information to you on an annual basis. The following information is for the current year 2019.