KL
Kile E. Lewis
KESTRA ADVISORY SERVICES
Atlanta, GA 30305
Some features on this profile are disabled
CRD#: 2606798
KL
Professional summary
Kile Eugene Lewis is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Atlanta, Georgia and KESTRA INVESTMENT SERVICES, LLC located in Alpharetta, Georgia.
Kile is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Kile has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 10, Series 9, Series 51 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.
Name: oXYGen Financial, Inc Investment Related: Yes Address: 11680 Great Oaks Way Suite 175 Alpharetta GA 30022 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Co-CEO and Founder Start Date: 8/1/2008 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: act as a manager of the business in addition to running my own financial practice Name: KMKSB, LLC Investment Related: No Address: 11680 Great Oaks Way Suite 175 Alpharetta GA 30022 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: owner and operator. Start Date: 2/16/2016 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: this entity is established to place my personal production generated acting in the role as a financial advisor. Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 1250 Capital of Texas Highway, Building 2 Suite 125 Austin TX 78746 NOB: 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 Name: oXYGen Financial Tax and Business Services Investment Related: No Address: 11680 Great Oaks Way Suite 175 Alpharetta GA 30022 NOB: Other Other/None of the Above we offer an account aggregation and vault storage service through this entity. Previously we prepared individual and business tax returns. We are no longer in the tax preparation business. Position, Title or Relationship: Co-CEO and Founder Start Date: 1/1/2009 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: offer to my clients the dashboard and vault services provided by the emoney software. Name: oXYGen Financial Insurance, Inc Investment Related: Yes Address: 11680 Great Oaks Way Suite 175 Alpharetta GA 30022 NOB: Insurance Position, Title or Relationship: Co-CEO and Founder Start Date: 3/30/2009 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: beyond assisting our Private CFO's in placing their fixed insurance business through this entity, i place my own client's fixed insurance products through this business. Name: ALPHARETTA ROTARY POSITION: Community Service Director NOB: Charitable INVESTMENT RELATED: No # OF HOURS: 25 SECURITIES TRADING HOURS: 3 START DATE: 12/01/2023 ADDRESS: 180 Academy Street, Alpharetta GA 30009 DESCRIPTION: Assist in organizing different opportunities for our club members to get out it the community. We participate in activities and organizations like, habitat for humanity, a daily pickup and delivery of excess food from local grocery stores to a food bank. Name: ALPHARETTA ROTARY FOUNDATION, INC POSITION: I will be serving as the Boards Secretary and will graduate to Chairman over the next 3 years. This is a completely a volunteer activity. NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 08/16/2024 ADDRESS: 202 Tribble Gap Rd, Suite 200, Cumming GA 30040 DESCRIPTION: Assist in developing the Mission, Vision, Values of the organization and meet monthly to ensure these things are happening. Name: BLANK SLATE FINANCIAL POSITION: Owner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/31/2025 ADDRESS: 35 Old Canton St, Alpharetta GA 30009, United States DESCRIPTION: This DBA will potentially replace the current DBA oXYGen Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Kile Eugene Lewis'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
April 27, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 3060 Peachtree Rd., R24 One Buckhead Plaza,, Atlanta, GA 30305RIA
CRD#: 283330
Atlanta, GA
Current
September 11, 2015 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 35 Old Canton Street, Alpharetta, GA 30009BD
CRD#: 42046
ALPHARETTA, GA
Past
October 20, 2015 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
Atlanta, GA
Past
September 4, 2008 - September 8, 2015
INVESTACORP ADVISORY SERVICES INC
RIA
CRD#: 109011
ALPHARETTA, GA
Past
August 28, 2008 - September 8, 2015
INVESTACORP, INC.
BD
CRD#: 7684
ALPHARETTA, GA
Past
August 21, 2002 - September 3, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
ALPHARETTA, GA
Past
May 16, 1995 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
May 16, 1995 - September 3, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
ALPHARETTA, GA
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
Alabama(9/11/2015)
RR
Alaska(6/15/2023)
RR
Arizona(7/12/2023)
RR
Arkansas(7/13/2023)
RR
California(4/30/2021)
RR
Colorado(1/22/2021)
RR
Connecticut(6/12/2023)
RR
District of Columbia(6/13/2023)
RR
Florida(11/18/2015)
RR
Georgia(10/20/2015)
IAR
Georgia(4/27/2016)
RR
Illinois(8/11/2016)
RR
Indiana(9/11/2015)
RR
Kentucky(6/13/2023)
RR
Louisiana(9/11/2015)
RR
Maryland(10/4/2021)
RR
Michigan(6/13/2023)
RR
Minnesota(11/19/2021)
RR
Mississippi(6/14/2023)
RR
Missouri(7/13/2023)
RR
Nevada(6/15/2023)
RR
New Jersey(6/9/2023)
RR
New Mexico(6/12/2023)
RR
New York(6/9/2023)
RR
North Carolina(1/29/2016)
RR
North Dakota(6/12/2023)
RR
Ohio(10/6/2015)
RR
Pennsylvania(9/11/2015)
RR
Puerto Rico(6/21/2023)
RR
South Carolina(9/11/2015)
RR
South Dakota(1/21/2020)
RR
Tennessee(6/22/2023)
RR
Texas(10/19/2015)
IAR
Texas(7/27/2023)
RR
Vermont(6/12/2023)
RR
Virginia(1/14/2019)
RR
Washington(9/11/2015)
RR
West Virginia(6/12/2023)
RR
Wisconsin(6/27/2023)
RR
Wyoming(7/17/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory 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.
