BF
Barry D. Flagg
KESTRA ADVISORY SERVICES
TAMPA, FL 33612
Some features on this profile are disabled
CRD#: 1722525
BF
Professional summary
Barry David Flagg, CFP® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Tampa, Florida and KESTRA INVESTMENT SERVICES, LLC located in Tampa, Florida.
Barry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Barry has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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: Speaking Engagements Investment Related: No Address: 1301 W Fletcher Ave Tampa FL 33612 Nature of Business: Other Other/None of the Above Public Speaking Position, Title or Relationship: Other,I am a single individual speaking to groups about the tools available to evaluate and manage life insurance portfolios. Start Date: 4/17/2013 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Public SpeakingBusiness Name: Triangulum Financial Partners Investment Related: Yes Address: 1301 W. Fletcher Ave, Suite A Tampa FL 33612 Nature of Business: Insurance Position, Title or Relationship: Owner Start Date: 1/1/2003 Hours per month: 41% - 50% (65 - 80 hours) Hours per month during trading hours: 41% - 50% (57 - 70 hours) Duties: Meeting and advising clients about the prudent selection and proper management of their life insurance holdings.Business Name: Flaggship Financial Investment Related: No Address: 1301 W. Fletcher Ave Tampa FL 33612 Nature of Business: Other Back Office Operations Position, Title or Relationship: Owner Start Date: 1/1/1981 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Providing staffing and common operating functions to Triangulum Financial and THEInsuranceAdvisor.COM d/b/a VeralyticBusiness Name: THEInsuranceAdvisor.COM d/b/a Veralytic THEInsuranceAdvisor.COM Technologies THEInsuranceAdvisor.COM Holdings Investment Related: No Address: 1301 W Fletcher Ave Tampa FL 33612 Nature of Business: Other Other/None of the Above Research Publisher Position, Title or Relationship: Inventor, Founder & President Start Date: 12/31/1999 Hours per month: 41% - 50% (65 - 80 hours) Hours per month during trading hours: 41% - 50% (57 - 70 hours) Duties: Strategic direction & marketing.Business 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 servicesBusiness Name: CFP Board Ethics & Legal Department Volunteer Investment Related: No Address: 1425 K Street NW #800 Washington OT - OtherDC 20005 Nature of Business: Consulting Position, Title or Relationship: Volunteer Start Date: 4/1/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Advise CFP Board Ethics & Legal Department as to whether a complaint against a CFP Practitioner involving life insurance violates CFP Practice Standards.Business Name: The Center for Board Certified Fiduciaries Investment Related: No Address: 60 Willow Street, Suite 104 Mystic CT 06355 Nature of Business: Other Other/None of the Above Authoring curriculum for the Prudent selection or retention and proper management of life insurance according to fiduciary principles. Position, Title or Relationship: Authoring curriculum for the Prudent selection or retention and proper management of life insurance according to fiduciary principles. Start Date: 1/1/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Authoring curriculum for the Prudent selection or retention and proper management of life insurance according to fiduciary principles. FORBES CONTRIBUTOR/VOLUNTEER POSITION: Volunteer NATURE: Magazine INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 07/01/2020 ADDRESS: 60 5th Avenue, New York NY 10011, United States DESCRIPTION: Contribute life insurance pricing and performance data for periodic Best Life Insurance Companies for rankings, and related content.
CRS (Client Relationship Summary) - RIA
Click below to view Barry David Flagg'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®
CFP®
Start date: 1987
Experience
Current
May 2, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 311 W Fletcher Ave, Tampa, FL 33612RIA
CRD#: 283330
TAMPA, FL
Current
November 1, 2002 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1301 W. Fletcher Ave. Suite A, Tampa, FL 33612BD
CRD#: 42046
Tampa, FL
Past
January 9, 2003 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
AUSTIN, TX
Past
May 7, 2001 - November 27, 2002
M HOLDINGS SECURITIES, INC.
RIA
CRD#: 43285
TAMPA, FL
Past
December 14, 2000 - November 27, 2002
M HOLDINGS SECURITIES, INC.
BD
CRD#: 43285
PORTLAND, OR
Past
April 6, 1992 - March 17, 1999
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Past
June 28, 1990 - December 15, 2000
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
BOSTON, 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(1/3/2011)
RR
Arkansas(1/5/2021)
RR
California(11/1/2002)
RR
Florida(11/1/2002)
IAR
Florida(5/2/2016)
RR
Georgia(11/1/2002)
RR
Illinois(7/11/2025)
RR
Indiana(10/24/2016)
RR
Kansas(4/10/2015)
RR
Maryland(1/13/2009)
RR
Massachusetts(8/19/2021)
RR
Michigan(10/24/2016)
RR
Minnesota(10/23/2017)
RR
Mississippi(9/9/2025)
RR
Missouri(8/6/2021)
RR
New Jersey(10/2/2025)
RR
New York(11/1/2002)
RR
Ohio(11/1/2002)
RR
Oklahoma(8/22/2018)
RR
Oregon(10/23/2025)
RR
Pennsylvania(1/30/2025)
RR
South Carolina(3/29/2018)
RR
South Dakota(10/8/2013)
RR
Texas(11/1/2002)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Tampa, FL 33612TRUST BUT VERIFY
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