When you become a client of Deatherage Financial Consulting (DFC), you become the beneficiary of a relationship with two outstanding organizations: Kestra Financial, Inc. and Fidelity Clearing and Custody Solutions®.

 

Kestra Investment Services, LLC

Deatherage Financial Consulting is supported by a relationship with Kestra Investment Services, LLC, a top 10 independent Broker-Dealer by gross revenue*. Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC (Kestra IS).

Kestra IS is dedicated to superlative account service through advanced technology and personnel who are courteous, knowledgeable and focused on customer satisfaction. This broker/dealer offers access to some of the leading sources of financial solutions and products and maintains no proprietary products. This help ensures that the implementation phase will be carried out with the same attention to quality as was the planning process.

*by Investment Advisor, 2016 Broker-Dealer Reference Guide

 

FIDELITY CLEARING & CUSTODY SOLUTIONS®

As part of our effort to provide you with quality service, Fidelity Clearing & Custody Solutions® provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS). In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity's retail and capital markets businesses, bringing NFS assets under administration to $3.1 trillion.
 

The strength and reputation associated with Fidelity Investments is one of the many reasons we are pleased to be working with Fidelity Clearing & Custody Solutions.
 

 

 

 

 

 

 

 

 

 

 

 

 

Fidelity Investments is an independent company, unaffiliated with Deatherage Financial Consulting. Fidelity Investments is a service provider to Kestra Financial, Inc. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Deatherage Financial Consulting and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.

 

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