Deborah R. Yurchak

KESTRA ADVISORY SERVICES

Wayne, PA 19406

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CRD#: 2534494

Professional summary

Deborah Rochelle Yurchak, AIF®, who also goes by Deborah Rochelle Waldman, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Wayne, Pennsylvania and KESTRA INVESTMENT SERVICES, LLC located in Wayne, Pennsylvania.

Deborah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Deborah has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Deborah Rochelle Waldman

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.

1. 8/3/2018 - BEACON FINANCIAL SERVICES INC. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/30/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 9/17/2018 - The Beacon Group of Companies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/23/2018 - 160 Hours Per Month/8 Hours During Securities Trading. 3. 11/26/2018 - Northeast Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/19/2018 - 2 Hours Per Month During Securities Trading> 4. 10/24/2019 - LTCI Partners LLC - Investment related - At reported business location(s) - Non-Variable Insurance - start date:09/09/2019 - 2 hrs/mo - 2 hrs during trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deborah Rochelle Yurchak'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

March 4, 2025 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 1200 Liberty Ridge Dr Suite 110, Wayne, PA 19406

RIA

CRD#: 283330

Wayne, PA

Current

March 4, 2025 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 1200 Liberty Ridge Dr Suite 110, Wayne, PA 19406

CRD#: 42046

Wayne, PA

Past

August 8, 2018 - March 11, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

WAYNE, PA

Past

August 3, 2018 - March 11, 2025

LPL FINANCIAL LLC

CRD#: 6413

WAYNE, PA

Past

June 16, 2016 - July 23, 2018

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

PLYMOUTH MEETING, PA

Past

June 16, 2016 - July 23, 2018

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

PLYMOUTH MEETING, PA

Past

April 20, 2016 - June 2, 2016

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

FORT WASHINGTON, PA

Past

April 25, 2013 - June 2, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

FORT WASHINGTON, PA

Past

March 22, 2013 - June 2, 2016

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

FORT WASHINGTON, PA

Past

February 17, 2012 - March 26, 2013

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

SOUTHAMPTON, PA

Past

October 15, 2004 - February 27, 2012

LINCOLN INVESTMENT

CRD#: 519

JENKINTOWN, PA

Past

April 17, 2003 - October 25, 2004

CITISTREET EQUITIES LLC

CRD#: 7447

SOMERSET, NJ

Past

September 16, 1998 - November 20, 2001

SAL EQUITY TRADING, GP

CRD#: 29337

BALA CYNWYD, PA

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".

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.

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

California
(3/13/2025)

Delaware
(3/4/2025)

Florida
(3/4/2025)

Maryland
(3/4/2025)

Massachusetts
(3/7/2025)

New Hampshire
(3/12/2025)

New Jersey
(3/4/2025)

New York
(3/19/2025)

North Carolina
(3/13/2025)

Pennsylvania
(3/4/2025)

IAR

Pennsylvania
(3/4/2025)

South Carolina
(3/4/2025)

Virginia
(3/4/2025)

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.

Exams

State Security Law Exam

Series 63

Date: 5/7/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/15/1998

General Securities Representative 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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Advisor Monitoring

Firm Stability Insights

Deborah R. Yurchak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deborah Rochelle Yurchak's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

WOODBURY FINANCIAL SERVICES, INC.

LINCOLN INVESTMENT

CITISTREET EQUITIES LLC

SAL EQUITY TRADING, GP

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/7/2003

SIE

Date: 10/1/2018

Series 7

Date: 9/15/1998

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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