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KL

Kile E. Lewis

KESTRA ADVISORY SERVICES
Atlanta, GA 30305
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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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kile Eugene Lewis'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®
None

Experience


Current

April 27, 2016 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 3060 Peachtree Rd., R24 One Buckhead Plaza,, Atlanta, GA 30305
RIA
CRD#: 283330
Atlanta, GA
Current

September 11, 2015 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 35 Old Canton Street, Alpharetta, GA 30009
BD
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
(1/20/2026)
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
RR
Series 63
Date: 5/19/1995
Uniform Securities Agent State Law Examination
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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (11/24/2025)

Regulatory assets under management


Total Number of Accounts155,482
AUM (Assets Under Management)$ 60,174,309,829

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
12/01/2025
Cover Page
12/23/2024
10/20/2023

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.

Company Information


KESTRA ADVISORY SERVICES, LLC

CRD#: 283330Atlanta, GA 30305

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