BV
B. F. Voigt
KESTRA ADVISORY SERVICES
DALLAS, TX 75231
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CRD#: 1710649
BV
Professional summary
B. Frank Voigt, who also goes by B Frank Voigt, Ben Frank Voigt, Frank Voigt, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Dallas, Texas and KESTRA INVESTMENT SERVICES, LLC located in Dallas, Texas.
B. is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. B. has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
B Frank Voigt | Ben Frank Voigt | Frank Voigt
Other business activities
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.
Business Name: Voigt Family, LP Investment Related: No Address: 3030 McKinney Ave #2005 Dallas TX 75204 Nature of Business: Other Other/None of the Above entity owns assets, created as part of an estate plan Position, Title or Relationship: Limited Partner Start Date: 10/1/2002 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: limited partnerBusiness Name: Smith Frank & Partners Investment Related: Yes Address: 5400 LBJ Frwy Suite 1250 Dallas TX 75240 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: Member Start Date: 1/20/1986 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: I am a licensed insurance agent, investment advisor, broker, a limited partner/owner of the firmBusiness 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 Business Name: SV&F CONSOLIDATED, LP POSITION: Limited Partner NATURE: This is the Partnership which owns but does not directly participate in, all other activities of our firm. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/09/2002 ADDRESS: 5400 LBJ Frwy, Suite 1250, Dallas TX 75240 DESCRIPTION: My FLP owns 50% of the interest in the business.
CRS (Client Relationship Summary) - RIA
Click below to view B. Frank Voigt's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 29, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 10300 N Central Expwy Ste 467, Dallas, TX 75231RIA
CRD#: 283330
DALLAS, TX
Current
August 2, 2002 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 5400 Lbj Freeway, Suite 1250, Dallas, TX 75240BD
CRD#: 42046
Dallas, TX
Past
August 2, 2002 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
LEWISVILLE, TX
Past
September 2, 1987 - August 19, 2002
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
DALLAS, TX
Past
September 2, 1987 - November 5, 2002
HFG ADVISORS, L.L.C.
RIA
CRD#: 110138
DALLAS, TX
Past
August 24, 1987 - January 2, 1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 2682
Past
August 24, 1987 - August 19, 2002
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/9/2013)
RR
Arizona(11/3/2015)
RR
Arkansas(8/2/2002)
RR
California(8/2/2002)
RR
Colorado(3/30/2005)
RR
Florida(12/20/2010)
RR
Georgia(8/2/2002)
RR
Illinois(1/25/2017)
RR
Indiana(12/10/2021)
RR
Iowa(1/12/2023)
RR
Louisiana(9/20/2006)
RR
Missouri(1/20/2012)
RR
New Jersey(9/7/2018)
RR
New York(10/9/2007)
RR
North Carolina(7/16/2024)
RR
Oklahoma(6/5/2024)
RR
Oregon(2/10/2014)
RR
South Carolina(7/26/2007)
RR
South Dakota(5/18/2021)
RR
Texas(8/2/2002)
IAR
Texas(4/29/2016)
RR
Utah(7/18/2016)
RR
Virginia(10/15/2018)
RR
Washington(10/12/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
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 - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Dallas, TX 75231TRUST BUT VERIFY
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