BF
Brent A. Firestone
KESTRA ADVISORY SERVICES
Camp Hill, PA 17011
Some features on this profile are disabled
CRD#: 2554329
BF
Professional summary
Brent Allen Firestone, AIF® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Camp Hill, Pennsylvania and KESTRA INVESTMENT SERVICES, LLC located in Lemoyne, Pennsylvania.
Brent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Brent has worked at 8 firms and has passed the Series 65, 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: 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; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 1/1/1998 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 61% - 70% (85 - 98 hours) Duties: Financial advisor conducting planning and face too face meetings with clients 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: Financial Advisor Start Date: 1/31/2018 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 61% - 70% (85 - 98 hours) Duties: Financial advisor conducting planning and face to face meetings with clients Business Name: BODEN WEALTH POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 10/24/2024 ADDRESS: 1027 Mumma Road, Lemoyne PA 17043 DESCRIPTION: Financial advisor conducting planning and face too face meetings with clients
CRS (Client Relationship Summary) - RIA
Click below to view Brent Allen Firestone'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®
Experience
Current
January 22, 2018 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 1200 Camp Hill Bypass Suite 203, Camp Hill, PA 17011RIA
CRD#: 283330
Camp Hill, PA
Current
January 22, 2018 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1027 Mumma Road, Lemoyne, PA 17043BD
CRD#: 42046
Lemoyne, PA
Past
December 4, 2012 - January 25, 2018
OSAIC WEALTH, INC.
RIA
CRD#: 23131
CAMP HILL, PA
Past
November 16, 2012 - January 25, 2018
OSAIC WEALTH, INC.
BD
CRD#: 23131
CAMP HILL, PA
Past
November 2, 2005 - November 28, 2012
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
HARRISBURG, PA
Past
November 1, 2005 - November 28, 2012
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
HARRISBURG, PA
Past
January 31, 2005 - November 3, 2005
VICUS CAPITAL, INC.
RIA
CRD#: 116021
HARRISBURG, PA
Past
September 18, 2001 - November 9, 2005
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Past
December 5, 1996 - September 17, 2001
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
NEWARK, DE
Past
February 21, 1995 - December 14, 1996
LOCUST STREET SECURITIES, INC.
BD
CRD#: 1703
DES MOINES, IA
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
California(4/10/2023)
RR
Delaware(10/4/2023)
RR
District of Columbia(4/18/2024)
RR
Florida(1/22/2018)
RR
Maryland(1/22/2018)
RR
Massachusetts(1/22/2018)
RR
North Carolina(7/17/2023)
RR
Pennsylvania(1/22/2018)
IAR
Pennsylvania(1/22/2018)
RR
South Carolina(1/16/2025)
RR
Wyoming(10/4/2023)
Exams
State Security Law Exam
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.
