Broker Check

Product and Service Offerings

Products:

  • Mutual Funds*
  • Money Market Funds (Income Taxable & State Income Tax-Free) *
  • Income Tax-Free Bonds**
  • U.S. Government Bonds**
  • Common & Preferred Stocks**
  • Corporate Bonds**
  • Unit Investment Trusts*
  • Annuities(Variable* & Fixed)
  • Life Insurance(Variable*, Traditional, Survivorship & Business Programs)
  • Investment Advisory Products**
  • Employer Sponsored Retirment Plans(401(K), 403(B)), SEP & SIMPLE IRA Plans)
  • Education Plans(529*, UTMA & Coverdale IRA)

Services:

  • Personal Financial Planning**
  • Business Financial Services
  • Investment Research*
  • Cash Management Services


*Securities and investment advisory services offered exclusively through Kestra Financial. 


**Series 7 securities products and investment advisory services are provided by Scott Crawford.