Kalos Financial Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

Kalos Financial operates as a financial services firm that supports independent advisors by offering a platform of solutions and products designed to help clients pursue financial success. The company emphasizes backing its advisor network with opportunities and technology to deliver services and solutions that enable clients to achieve financial freedom, while maintaining a focus on professional conduct and ongoing excellence. Based in Alpharetta, Georgia, Kalos Financial is part of a larger family of affiliated firms that provide securities, investment advisory, and insurance offerings through separate entities under common ownership. The firm positions itself within the advisory and broker-dealer landscape, collaborating with partners and pursuing innovations that streamline investment processes and expand access to alternative investments through its platform. Recent leadership changes have included shifts in executive roles, reflecting ongoing transitions within the organization.

Sign up for free to view info

Company overview Email format