Kevin D. Grant

KESTRA ADVISORY SERVICES

DALLAS, TX

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CRD#: 1973491

Professional summary

Kevin Donald Grant, CFP®, ChFC®, CLU® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Dallas, Texas and KESTRA INVESTMENT SERVICES, LLC located in Dallas, Texas.

Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Kevin has worked at 16 firms and has passed the Series 63, Series 52TO, SIE, Series 6, Series 7, Series 4, Series 53 and Series 24 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.

Bus Name: Higginbotham Executive Benefits Investment Related: Yes Address: 12720 Hillcrest Rd. Suite 450 Dallas TX 75230 Nature of Business: Insurance Position, Title or Relationship: Employee Start Date: 10/1/1998 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Meet new clients Produce proposals Assist with paperwork Assist with design/policy characteristics Place business with underwriter Service existing clients Bus 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 Bus Name: INCOME.FIT POSITION: owner NATURE: Pass through for administration INVESTMENT RELATED: No # OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 05/01/2025 ADDRESS: 4321 Myerwood, Dallas TX 75244, United States DESCRIPTION: retirement income planning for individual participants in retirement plans we serve as the advisor on. Wanting to differentiate between general questions surrounding advisory on the plan vs specific planning at the individual level.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Donald Grant's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 1991

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

April 29, 2016 - Present

KESTRA ADVISORY SERVICES, LLC

Office #2: 15660 N Dallas Parkway Ste 700, Dallas, TX 75248

RIA

CRD#: 283330

DALLAS, TX

Current

September 3, 2014 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 15660 N Dallas Parkway Ste 700, Dallas, TX 75248

CRD#: 42046

Dallas, TX

Past

September 26, 2014 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

AUSTIN, TX

Past

January 6, 2012 - August 20, 2014

FINANCIAL TELESIS INC

RIA

CRD#: 31012

FORT WORTH, TX

Past

January 6, 2012 - August 20, 2014

CRD#: 3870

DALLAS, TX

Past

October 24, 2006 - July 7, 2008

SECURITIES AMERICA ADVISORS, INC.

RIA

Colorado
(1/27/2021)

Iowa
(7/28/2022)

New Mexico
(1/26/2021)

New York
(9/11/2025)

Texas
(9/3/2014)

IAR

Texas
(4/29/2016)

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.

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (10/21/2025)

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	Cover Page	Report
10/20/2023	Cover Page	Report
12/21/2022	Cover Page	Report

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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Firm Stability Insights

Kevin D. Grant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Donald Grant's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

FINANCIAL TELESIS INC

FINANCIAL TELESIS INC

HIGGINBOTHAM EXECUTIVE BENEFITS, LLC

LEVEL FOUR ADVISORY SERVICES

OSAIC FS, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

PRINCIPAL SECURITIES, INC.

CLARK SECURITIES, INC.

CLARK-BARDES SECURITIES, INC.

MUTUAL SERVICE CORPORATION

OSAIC FA, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

MOMENTUM INDEPENDENT NETWORK INC.

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/28/1989

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 6

Date: 10/25/1990

Series 7

Date: 8/19/1989

Series 4

Date: 11/1/1989

Series 53

Date: 10/4/1989

Series 24

Date: 9/20/1989

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KESTRA ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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