Beverly K. Tedstone

KESTRA ADVISORY SERVICES

GREENVILLE, SC 29615

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CRD#: 3077543

Professional summary

Beverly Kaib Tedstone, who also goes by Beverly Lynn Kaib, Beverly K Robinson, Beverly Kaib Robinson, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Greenville, South Carolina and KESTRA INVESTMENT SERVICES, LLC located in Greenville, South Carolina.

Beverly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Beverly has worked at 11 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Beverly Lynn Kaib | Beverly K Robinson | Beverly Kaib Robinson

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: NFP Investment Related: Yes Address: 80 INTERNATIONAL DR GREENVILLE SC 29615 Nature of Business: Registered Field Assistant; Other Back Office Operations Position, Title or Relationship: Senior Client Service Associate Start Date: 4/18/2018 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Support to advisors in all aspects of practice managementBusiness Name: KESTRA ADVISORY SERVICES. LLC Investment Related: Yes Address: 5707 SOUTHWEST PKY, BLD STE 400 AUSTIN TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: REGISTERED CLIENT SERVICE ASSOCIATE Start Date: 4/18/2018 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: ADMINISTRATIVE SUPPORT TO REPS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beverly Kaib Tedstone'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 18, 2018 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 80 International Dr, Ste 425, Greenville, SC 29615

RIA

CRD#: 283330

GREENVILLE, SC

Current

April 18, 2018 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 300 Executive Center Dr Suite 103, Greenville, SC 29615

CRD#: 42046

GREENVILLE, SC

Past

March 28, 2018 - April 24, 2018

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

Greenville, SC

Past

March 28, 2018 - April 24, 2018

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

GREENVILLE, SC

Past

September 13, 2016 - March 5, 2018

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

GREENVILLE, SC

Past

March 17, 2015 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

GREENVILLE, SC

Past

September 29, 2014 - March 5, 2018

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

GREENVILLE, SC

Past

April 16, 2014 - September 30, 2014

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

GREENVILLE, SC

Past

November 20, 2013 - April 21, 2014

SANDLAPPER SECURITIES, LLC

CRD#: 137906

GREENVILLE, SC

Past

July 30, 2013 - November 18, 2013

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

FOUNTAIN INN, SC

Past

April 16, 2012 - August 1, 2013

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

FOUNTAIN INN, SC

Past

November 5, 2009 - April 16, 2012

FIRST HEARTLAND CAPITAL, INC.

CRD#: 32460

GREENWOOD, SC

Past

June 15, 2002 - October 2, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

GREENWOOD, SC

Past

August 22, 2001 - June 15, 2002

WACHOVIA SECURITIES, INC.

CRD#: 431

CHARLOTTE, NC

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

South Carolina
(4/18/2018)

IAR

South Carolina
(4/18/2018)

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

IAR

Series 66

Date: 3/12/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/9/2004

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: 8/21/2001

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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Beverly K. Tedstone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beverly Kaib Tedstone's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

SANDLAPPER SECURITIES, LLC

INVESTMENT PROFESSIONALS, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

FIRST HEARTLAND CAPITAL, INC.

WELLS FARGO CLEARING SERVICES, LLC

WACHOVIA SECURITIES, INC.

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/12/2015

Series 63

Date: 6/9/2004

SIE

Date: 10/1/2018

Series 7

Date: 8/21/2001

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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