RB
Robert L. Bush
KESTRA ADVISORY SERVICES
Marmora, NJ 08223
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CRD#: 36955
RB
Professional summary
Robert L Bush is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Marmora, New Jersey and KESTRA INVESTMENT SERVICES, LLC located in Marmora, New Jersey.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1970. Robert has worked at 7 firms and has passed the Series 63, Series 7TO, SIE and Series 1 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: CONDO RENTAL POSI: Owner NOB: Real Estate INV REL: No #OF HRS: 8 SECURITIES TRADING HOURS: 7 START DATE: 06/01/1994 ADDRESS: 5347 Avenida Isla Verde PH-2, Carolina PR 00979 DESC: rent property 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: 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 Business Name: TURANGALILA, LLC POSI: Organizer of the LLC NOB: Marine dockage ownership INV REL: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 03/30/2017 ADDRESS: 9 Foxbriar Ct.,, Hilton Head Island SC 29926 DESC: management Business Name: TURANGALILA MARINE, LLC POSI: Owner, organizer NOB: Boat ownership INV REL: No #OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 07/01/2017 ADDRESS: 9 Foxbriar Court, Hilton Head Island SC 29926 DESC: Ownership and management of asset Business Name: ATLANTIC PENSION PLANNING CORP. POSI: Owner/President NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Y #OF HRS: 160 SECURITIES TRADING HRS: 132 START DATE: 05/01/1980 ADDRESS: Suite 200, 105 Roosevelt Boulevard, Marmora NJ 08223 DESC: Sales and sales management
CRS (Client Relationship Summary) - RIA
Click below to view Robert L Bush'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 26, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 105 Roosevelt Boulevard, Marmora, NJ 08223RIA
CRD#: 283330
Marmora, NJ
Current
May 24, 2004 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 105 Roosevelt Boulevard Suite 200, Marmora, NJ 08223BD
CRD#: 42046
Marmora, NJ
Past
May 24, 2004 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
HILTON HEAD ISLAND, SC
Past
June 20, 2002 - June 1, 2004
WS GRIFFITH SECURITIES, INC.
RIA
CRD#: 10410
PLEASANTVILLE, NJ
Past
November 29, 1996 - June 14, 2004
EMPOWER FINANCIAL SERVICES, INC.
BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past
March 15, 1993 - June 1, 2004
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
Past
January 15, 1985 - November 29, 1996
THE GREAT-WEST LIFE ASSURANCE COMPANY
BD
CRD#: 5927
ENGLEWOOD, CO
Past
January 27, 1971 - March 15, 1993
VP DISTRIBUTORS LLC
BD
CRD#: 3036
HARTFORD, CT
Past
February 9, 1970 - March 26, 1971
C. H. WAGNER & CO., INC.
BD
CRD#: 122
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(7/7/2005)
RR
Delaware(6/4/2025)
RR
Florida(5/24/2004)
RR
Georgia(12/12/2018)
RR
Maine(2/4/2021)
RR
Maryland(7/13/2018)
RR
New Jersey(5/24/2004)
IAR
New Jersey(4/26/2016)
RR
New York(5/24/2004)
RR
North Carolina(6/18/2021)
RR
Pennsylvania(5/24/2004)
RR
South Carolina(11/28/2007)
IAR
South Carolina(8/24/2023)
RR
Texas(5/24/2004)
RR
Vermont(4/3/2006)
RR
Virginia(9/17/2004)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 4/14/1969
Registered Representative ExaminationSRO 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Marmora, NJ 08223TRUST BUT VERIFY
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