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Kestra Financial, Inc

OwnerBedell Frazier Investment Counselling, LLC.

About Kestra Financial, Inc

Kestra Financial, Inc is listed as Owner at Bedell Frazier Investment Counselling, LLC. in Walnut Creek, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Bedell Frazier Investment Counselling, LLC.
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Kestra Financial, Inc work?

Kestra Financial, Inc is listed as Owner at Bedell Frazier Investment Counselling, LLC. on SEC Form ADV.

How much of Bedell Frazier Investment Counselling, LLC. does Kestra Financial, Inc own?

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

Bedell Frazier Investment Counselling, LLC.

TitleOwner
OwnershipOver 75%
Control personYes
Since2020