Walter Valenzuela (CRD# 2280224), a registered representative with Kestra Investment Services LLC (CRD#: 42046)  and a Registered Investment Adviser (RIA) with Kestra Private Wealth Services LLC (CRD#: 155193) in San Diego, California, is currently involved in more than $1 million worth of investor disputes, according to his BrokerCheck record accessed on July 3, 2020. This…

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Jerry Korchak (CRD#: 1990284), a broker with Kestra Investment Services LLC (CRD#: 42046) and a Registered Investment Adviser (RIA) with Kestra Advisory Services LLC (CRD#: 283330) is currently involved in an investor dispute in which a client is seeking more than $7 million in damages, according to his BrokerCheck record accessed on July 2, 2020.…

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Publicly available records provided by the Financial Industry Regulatory Authority (FINRA) and accessed on February 12, 2018 indicate that former Texas-based Kestra Investment Services broker/adviser Cheryl Stallings, also known as Cheryl Bledsoe, has been sanctioned by FINRA in connection to alleged rule violations and barred from acting as a broker or otherwise associating with a…

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Public records published by the Financial Industry Regulatory Authority (FINRA) and accessed on September 26, 2018 indicate that former California-based Kestra Investment Services broker/adviser John Spach was recently discharged from his former employer in connection to alleged rule violations and is currently not affiliated with any broker-dealer firm. Fitapelli Kurta is interested in speaking to…

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Publicly available records provided by the Financial Industry Regulatory Authority (FINRA) and accessed on August 29, 2018 indicate that Nebraska-based Kestra Investment Services broker/adviser Larry Freie has received a customer dispute. Fitapelli Kurta is interested in speaking to investors who have complaints regarding Mr. Freie (CRD# 1236742). Larry Freie has spent 34 years in the…

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Public records published by the Financial Industry Regulatory Authority (FINRA) and accessed on May 30, 2018 indicate that New York-based Kestra Investment Services broker/adviser Christopher Bradshaw has received a customer dispute. Fitapelli Kurta is interested in hearing from investors who have complaints regarding Mr. Bradshaw (CRD# 2929353). Christopher Bradshaw has spent 20 years in the…

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Publicly available records published by the Financial Industry Regulatory Authority (FINRA) on May 17, 2018 indicate that Virginia-based Kestra Investment Services broker/adviser Steven Crawford is involved in a pending customer dispute. Fitapelli Kurta is interested in speaking to investors who have complaints regarding Mr. Crawford (CRD# 1147573). Steven Crawford has spent 34 years in the…

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Publicly available records provided by the Financial Industry Regulatory Authority (FINRA) and accessed on September 11, 2017 indicate that Missouri-based Kestra Investment Services broker/adviser Herbert Smith has recently received a pending customer dispute. Fitapelli Kurta is interested in speaking to investors who have complaints regarding Mr. Smith (CRD# 427804). Herbert Smith has spent 49 years…

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Publicly available records published by the Financial Industry Regulatory Authority (FINRA) on November 18, 2016 indicate that Texas-based brokerage firm Kestra Investment Services, formerly known as NFP Advisors, has been the subject of several customer complaints and regulatory sanctions. The securities and investment fraud law firm Fitapelli Kurta is interested in hearing from investors who…

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