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Kestra Advisor Services Holding C, Inc.

OwnerBeacon Retirement Planning Services Inc.

About Kestra Advisor Services Holding C, Inc.

Kestra Advisor Services Holding C, Inc. is listed as Owner at Beacon Retirement Planning Services Inc. in Dallas, TX. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Beacon Retirement Planning Services Inc.
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Kestra Advisor Services Holding C, Inc. work?

Kestra Advisor Services Holding C, Inc. is listed as Owner at Beacon Retirement Planning Services Inc. on SEC Form ADV.

How much of Beacon Retirement Planning Services Inc. does Kestra Advisor Services Holding C, Inc. own?

Form ADV reports a beneficial ownership band of Over 75%.

Beacon Retirement Planning Services Inc.

TitleOwner
OwnershipOver 75%
Control personYes
Since2014