David Mark Drake

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Contact Information

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Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

40 years registered in the securities industry

Current & Past Employments

Current

KESTRA ADVISORY SERVICES, LLCCurrent·CRD# 283330

RIA

1. 442 High Street, Burlington, NJ 080162. 30 S. Pine Street Unit 2b, Doylestown, PA 18901

April 21, 2016 - Present

KESTRA INVESTMENT SERVICES, LLCCurrent·CRD# 42046

BD

1. 442 High Street, Burlington, NJ 080162. 30 S. Pine Street Unit 2b, Doylestown, PA 18901

June 28, 2004 - Present

Past

KESTRA INVESTMENT SERVICES, LLCPast·CRD# 42046

RIA

Newtown, PA

June 17, 2014 - September 22, 2016

PRINCIPAL SECURITIES, INC.Past·CRD# 1137

BD

Newtown, PA

May 21, 2001 - February 13, 2007

NATHAN & LEWIS SECURITIES, INC.Past·CRD# 8503

BD

New York, NY

July 7, 1999 - January 13, 2003

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLCPast·CRD# 2881

BD

Milwaukee, WI

July 28, 1986 - October 8, 1999

ROBERT W. BAIRD & CO. INCORPORATEDPast·CRD# 8158

BD

Milwaukee, WI

September 11, 1987 - October 26, 1994

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Current Firm

KA

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - SEC (12/31/1998 Approved)

Contact Information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Phone Number

(844) 553-7872

# of Employees

1,359

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (9/22/2026)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (9/22/2026)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

192,439

AUM (Assets Under Management)

$79,798,091,767

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/01/2025	Cover Page	Report
12/23/2024	Cover Page	Report
10/20/2023	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name: Drake, Lehner & Morgan, LLC Investment Related: Yes Address: 41 University Drive Suite 400 Newtown PA 18940 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Partner Start Date: 6/25/2004 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Selling and decisions. Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: Lacher Insurance Investment Related: Yes Address: 41 University Drive, Suite 400 Newtown PA 18940 Nature of Business: Insurance Position, Title or Relationship: Producer Start Date: 3/1/2019 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Selling fixed products. Name: DAVID MARK DRAKE POSITION: Elder NATURE: Elder INVESTMENT RELATED: No # OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2022 ADDRESS: 151 West County Line Road, Hatboro PA 19040, United States DESCRIPTION: Serving on the Session with other elders. Name: DRAKE, LEHNER & MORGAN, LLC POSITION: Partner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 06/25/2004 ADDRESS: 30 S. Pine St. Unit 2B, Doylestown PA 18901, United States DESCRIPTION: Selling and decisions. Name: DAVID MARK DRAKE POSITION: Elder NATURE: Elder INVESTMENT RELATED: No # OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2022 ADDRESS: 151 West County Line Road, Hatboro PA 19040, United States DESCRIPTION: Serving on the Session with other elders.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KA

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - SEC (12/31/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

California
(2/24/2022)

RR

Delaware
(6/28/2004)

RR

District of Columbia
(6/16/2022)

RR

Florida
(3/3/2005)

RR

Iowa
(3/17/2006)

RR

Maryland
(1/27/2023)

RR

Massachusetts
(8/25/2020)

RR

Minnesota
(9/12/2025)

RR

New Hampshire
(4/6/2021)

RR

New Jersey
(6/30/2004)

RR

New York
(6/28/2004)

RR

North Carolina
(12/6/2016)

RR

Pennsylvania
(7/23/2004)

IAR

Pennsylvania
(4/21/2016)

RR

Rhode Island
(5/15/2026)

RR

Utah
(7/25/2023)

RR

Washington
(7/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.