Kurt E. Eakin
KESTRA ADVISORY SERVICES
San Diego, CA 92123
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CRD#: 4071149
Professional summary
Kurt Eldon Eakin, AIF®, CFP® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in San Diego, California and KESTRA INVESTMENT SERVICES, LLC located in San Diego, California.
Kurt is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Kurt has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 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 : KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Business Name: COASTAL LIFE VENTURES INC POSITION: Owner/ President/CEO NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 04/10/2012 ADDRESS: 9275 Sky Park Court, Suite 190, San Diego CA 92123, United States DESCRIPTION: Everything related to the business operation (paying bills, negotiating lease etc) and the services provided to clients such as investment management and financial planning. Business Name: SHORT TERM RENTAL PROPERTY POSITION: Co Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2020 ADDRESS: 221 Canyon Blvd, Unit 143, Mammoth Lakes CA 93546, United States DESCRIPTION: Property management, scheduling and paying bills Business Name: RENTAL PROPERTY POSITION: Sole Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/30/2020 ADDRESS: 1305 SW 209th, Aloha OR 97006, United States DESCRIPTION: Maintenance and upkeep of a single family residence
CRS (Client Relationship Summary) - RIA
Click below to view Kurt Eldon Eakin'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®
CFP®
Start date: 2010
Experience
Current
September 2, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 9275 Sky Park Court Suite 350, San Diego, CA 92123RIA
CRD#: 283330
San Diego, CA
Current
September 2, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 9275 Sky Park Court Suite 190, San Diego, CA 92123BD
CRD#: 42046
San Diego, CA
Past
April 20, 2012 - September 2, 2025
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
SAN DIEGO, CA
Past
April 20, 2012 - September 2, 2025
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
SAN DIEGO, CA
Past
February 27, 2007 - April 24, 2012
EDWARD JONES
RIA
CRD#: 250
SAN DIEGO, CA
Past
January 12, 2000 - April 24, 2012
EDWARD JONES
BD
CRD#: 250
SAN DIEGO, CA
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
Arizona(9/2/2025)
RR
California(9/2/2025)
IAR
California(9/2/2025)
RR
Colorado(9/2/2025)
RR
Georgia(9/2/2025)
RR
Idaho(9/2/2025)
RR
Kansas(9/2/2025)
RR
Massachusetts(9/2/2025)
RR
Missouri(9/2/2025)
RR
Oklahoma(9/2/2025)
RR
Oregon(9/2/2025)
RR
South Carolina(9/2/2025)
RR
Utah(9/2/2025)
RR
Washington(9/2/2025)
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
