After 22 years at Thrivent, Paul A Caylor opens doors to his own Financial Services Firm
Prudent Wealth today announced that Paul A Caylor, after much due diligence, is excited to announce that we have aligned our firm with the resources of both Kestra Investment Service, LLC (Kestra IS) top ten independent broker/dealer1 and Kestra Advisory Services, LLC (Kestra AC), as a registered investment advisor. Our collaboration with these firms offers a comprehensive suite of tools to support our clients. Prudent Wealth primary objective is to help you achieve your financial goals and help preserve and grow your assets. You can benefit from the depth of our experience (25+ years in the financial services industry), diversity of offerings and shared knowledge of planning strategies.
With this new association, Prudent Wealth can further provide a wide range of non-proprietary investment resources, better technology, and an enhanced commitment to client service. Kestra IS will provide us with improved technology to open and manage accounts and to provide exceptional oversight of those accounts
In joining forces with both Kestra IS and Kestra AS, Prudent Wealth will be able to leverage a vast array of national resources to help develop creative solutions for all your financial concerns. We can now utilize state-of-the-art technology for better account reporting and most importantly, on ongoing philosophy of integrity in regard to your interests.
1 #9 Independent Broker-Dealer by Gross Revenue ThinkAdvisor, 2019 Broker-Dealer Reference Guide
Securities offered through Kestra Investment Services LLC (Kestra IS), member FINRA/SIPC
Investment advisory services offered though Kestra Advisory Service, LLC (Kestra AS), an affiliate of Kestra IS. Prudent Wealth is not affiliated with Kestra IS or Kestra AS