1100 Lincoln Ave. Suite 241 San Jose, CA 95125 (408) 357-7762

1100 Lincoln Ave. Suite 241
San Jose, CA 95125
(408) 357-7762

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Published March 18, 2015 at 800 × 523 in Contact

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1100 Lincoln Ave. Suite 241
San Jose, CA 95125
Phone: (408) 357-7762
Fax: (669) 999-1914
Check the background of this firm
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Our Story
Your Team
Our Approach
Resources
Contact
Account Access

©2020 All rights reserved.

To access account information
(e.g., current account value, trade activity history, etc.),
access monthly account statements, access tax documents,
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Investor Disclosures

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Transitions Wealth Advisors is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide tax or legal advise.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS Compliance Department at 737-443-2582.

Fidelity Investments and Fidelity Institutional^SM (together "Fidelity") is an independent company, unaffiliated with Kestra Financial or Transitions Wealth Advisors. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Transitions Wealth Advisors and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Institutional provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 831385.4.0