Kevin M. Doyle

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CRD#: 1744812

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kevin M Doyle, AIF®, CFP® was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 1992. Kevin had worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Experience

Past

July 2, 2024 - February 3, 2026

IFS GROUP

RIA

CRD#: 328774

MECHANICSBURG, PA

Past

February 2, 2009 - February 9, 2026

LPL FINANCIAL LLC

CRD#: 6413

MECHANICSBURG, PA

Past

January 30, 2009 - February 9, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

MECHANICSBURG, PA

Past

November 13, 2008 - February 2, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

LEMOYNE, PA

Past

July 1, 2003 - February 2, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

LEMOYNE, PA

Past

March 13, 1995 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

May 1, 1993 - December 13, 1994

PRUDENTIAL RETIREMENT SERVICES, INC.

CRD#: 25058

NEWARK, NJ

Past

November 17, 1992 - May 1, 1993

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

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".

IFS GROUP

IFS GROUP | IFS GROUP, LLC

CRD#: 328774 / SEC#: 801-129581

RIA

Registered Investment Advisory firm - (2/29/2024 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/28/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/3/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/9/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/27/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/7/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 6/8/1993

Investment Company Products/Variable Contracts Principal Examination

Current Firm

IFS GROUP

IFS GROUP | IFS GROUP, LLC

CRD#: 328774 / SEC#: 801-129581

RIA

Registered Investment Advisory firm - (2/29/2024 Approved)

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Contact information

Main Address

1205 Manor Drive Ste 200, Mechanicsburg, PA 17055

Mailing Address

Phone number

(717) 766-1144

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE - IFS GROUP (2/3/2026)

FORM ADV PART 2A - IFS GROUP (2/3/2026)

Regulatory assets under management

Total Number of Accounts	297
AUM (Assets Under Management)	$ 210,000,000

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.

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Advisor Monitoring

Firm Stability Insights

Kevin M. Doyle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL RETIREMENT SERVICES, INC.

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

Primary Firm SEC Registration

IFS GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 4/28/2008

Series 63

Date: 11/3/1992

SIE

Date: 10/1/2018

Series 31

Date: 5/9/2008

Series 7

Date: 2/27/1995

Series 6

Date: 8/7/1992

Series 26

Date: 6/8/1993

Current Firm

IFS GROUP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IFS GROUP

TRUST BUT VERIFY

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