HH
Howard R. Hite
KESTRA ADVISORY SERVICES
Toano, VA
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CRD#: 246939
HH
Professional summary
Howard Rod Hite, who also goes by H Rod Hite, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Toano, Virginia and KESTRA INVESTMENT SERVICES, LLC located in Lemoyne, Pennsylvania.
Howard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1970. Howard has worked at 11 firms and has passed the Series 63, Series 7TO, SIE, Series 1, V06 and Series 12 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
H Rod Hite
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.
Name: Questmont Strategic Wealth Advisors Investment Related: Yes Address: 1200 Camp Hill ByPass, suite 203 Camp Hill PA 17011 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Financial Advisor Start Date: 3/19/2018 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: Develop and service new and existing clients associated with the BD and Questmont. Name: CAMP HILL UNITED METHODIST CHURCH POSITION: Committee Member NATURE: n/a INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 417 S. 22nd Street, Camp Hill PA 17011 DESCRIPTION: Formulating the Annual Church Budget Name: KESTRA ADVISORY SERVICES, LLC POSITION: Client Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 140 SECURITIES TRADING HOURS: 128 START DATE: 03/19/2018 ADDRESS: 5705 Southwest Parkway,, Building 2, Austin TX 78735 DESCRIPTION: Meeting with clients and prospective clients and preparing plans for them. Name: BODEN WEALTH POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/25/2024 ADDRESS: 1027 Mumma Road, Lemoyne PA 17043 DESCRIPTION: Proper meeting and discussion with client to determine the need and amount of insurance product needed.
CRS (Client Relationship Summary) - RIA
Click below to view Howard Rod Hite'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
March 19, 2018 - Present
KESTRA ADVISORY SERVICES, LLC
Office #2: 1027 Mumma Road, Lemoyne, PA 17043RIA
CRD#: 283330
Toano, VA
Current
March 19, 2018 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1027 Mumma Road, Lemoyne, PA 17043BD
CRD#: 42046
Lemoyne, PA
Past
October 1, 2015 - April 9, 2018
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Camp Hill, PA
Past
October 1, 2015 - April 9, 2018
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Camp Hill, PA
Past
September 19, 2002 - October 2, 2015
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
MECHANICSBURG, PA
Past
November 27, 1996 - September 23, 2002
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Past
July 28, 1995 - October 28, 1996
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Past
March 17, 1992 - July 10, 1995
OPPENHEIMER & CO. INC.
BD
CRD#: 249
NEW YORK, NY
Past
March 26, 1985 - March 26, 1992
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Past
September 22, 1983 - February 4, 1985
JANNEY MONTGOMERY SCOTT LLC
BD
CRD#: 463
Past
January 12, 1982 - September 22, 1983
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
Past
August 16, 1978 - June 13, 1980
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
Past
September 8, 1970 - August 16, 1979
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 2682
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
Colorado(3/19/2018)
RR
New Jersey(12/18/2018)
RR
Pennsylvania(3/19/2018)
IAR
Pennsylvania(3/19/2018)
RR
South Carolina(7/29/2022)
RR
Virginia(3/19/2018)
IAR
Virginia(8/7/2025)
RR
West Virginia(3/19/2018)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 11/18/1974
Registered Representative ExaminationGeneral Industry/Product Exam
RR
V06
Date: 8/31/1970
Variable Annuities Module ExaminationPrincipal/Supervisory Exam
RR
Series 12
Date: 11/19/1983
NYSE Branch Manager ExaminationSRO 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.
