AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
DL

Daniel Scott Laforest

KESTRA ADVISORY SERVICES
Orlando, FL
·CRD# 5491065·18 years experience

Professional Summary

Daniel Scott Laforest, who also goes by Daniel S Laforest, Daniel Scott Laforest, Daniel Laforest, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Orlando, Florida and KESTRA INVESTMENT SERVICES, LLC located in Orlando, Florida. Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Daniel has worked at 7 firms and has passed the Series 66, SIE and Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Daniel S Laforest, Daniel Scott Laforest, Daniel Laforest

Blog Corner

Similar Advisors

Dana Rose Arvanites
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#
View profile
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#
IRMO, SC · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Dana Rose Arvanites
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#
IRMO, SC · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Dana Rose Arvanites
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#
IRMO, SC · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Dana Rose Arvanites
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#
IRMO, SC · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#

Years of Experience

18 years in the financial services industry

Current & Past Employments

KESTRA ADVISORY SERVICES, LLC·CRD# 283330
RIA
1. 2420 S. Lakemont Ave Suite 120, Orlando, FL 328142. 8245 Devereux Drive Suite 103, Melbourne, FL 32940
February 17, 2022 - Present
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
1. 2420 S. Lakemont Ave Suite 120, Orlando, FL 328142. 8245 Devereux Drive Suite 103, Melbourne, FL 32940
January 31, 2022 - Present
CONCOURSE FINANCIAL GROUP SECURITIES, INC.·CRD# 15708
RIA
Orlando, FL
March 1, 2019 - February 25, 2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC.·CRD# 15708
BD
Orlando, FL
February 28, 2019 - February 25, 2022
NEXT FINANCIAL GROUP, INC.·CRD# 46214
RIA
Winter Park, FL
September 16, 2013 - March 1, 2019
NEXT FINANCIAL GROUP, INC.·CRD# 46214
BD
Winter Park, FL
September 10, 2013 - March 1, 2019
SMATHERS FINANCIAL GROUP, INC.·CRD# 130349
RIA
The Villages, FL
October 28, 2010 - October 31, 2018
CAPITAL GUARDIAN, LLC·CRD# 137919
BD
The Villages, FL
February 24, 2009 - September 16, 2013
OSAIC SERVICES, INC.·CRD# 133763
BD
Summerfield, FL
May 2, 2008 - January 28, 2009

Similar Advisors

Dana Rose Arvanites
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#
IRMO, SC · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#

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 - SEC (12/31/1998 Approved)

Contact Information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Phone Number

(844) 553-7872

# of Employees

1,359

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

192,439

AUM (Assets Under Management)

$79,798,091,767

Accountant Surprise Examination Report

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

Similar Advisors

Dana Rose Arvanites
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#
IRMO, SC · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#

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.

(dba) SECURITY FINANCIAL MANAGEMENT, INC. - INV REL - 2420 S LAKEMONT AVENUE, SUITE 120, ORLANDO, FL 32814 - INSURANCE AND SECURITIES - FINANCIAL ADVISOR - START DATE: 02/2019 - 160 HPM WHICH ARE ALL DURING SECURITIES TRADING HOURS - ASSET MANAGEMENT, FINANCIAL AND RETIREMENT PLANNING. NAME: DANIEL S. LAFOREST PA - INV REL - 1528 SUGARWOOD CIRCLE, WINTER PARK, FL 32792 - INSURANCE - PRESIDENT - 10 HPM WITH 0 HPM DURING TRADING HOURS - START DATE: 06/2008 - REGISTERED S-CORP AND INSURANCE BROKER WITH THE STATE OF FLORIDA NAME:TUSKAWILLA TUSSLE SCHOLARSHIP FUND - NOT INV REL - 1528 SUGARWOOD CIRCLE, WINTER PARK, FL 32792 - SCHOLARSHIP FUND - CO-FOUNDER - 1 HPM WITH 0 HPM DURING SECURITIES TRADING HOURS - START DATE: 08/2015 - A SCHOLARSHIP FUND THAT I CO-FOUNDED FOR LOCAL HIGH SCHOOL STUDENTS THAT HAVE EXCELLED ON THE FIELD AND IN THE CLASSROOM. NAME: UNITED HEALTHCARE - NOT INV REL - 495 N. KELLER ROAD, SUITE 200, MAITLAND, FL 32751 - MEDICARE INSURANCE - INSURANCE AGENT - START DATE: 02/2010 - 10 HPM - 0 HPM DURING SECURITIES TRADING HOURS - START DATE: 02/2010 - SELLING MEDICARE INSURANCE PRODUCTS. NAME: ORLANDO SPORTS FOUNDATION-NON INV REL-121 S ORANGE AVENUE, SUITE 1500, ORLANDO, FL 32801-CONSULTANT-START DATE: 08/2021-1 HPM WITH 0 HPM DURING SECURITIES TRADING HOURS. I CONSULT ON THE CURE CLASSIC HIGH SCHOOL ALL STAR FOOTBALL GAME. INVESTMENT RENTAL-2101 LAKE FRANCIS DRIVE, SUITE 16, APOPKA, FL 32712 01/2000 NAME: SECURITY FINANCIAL MANAGEMENT POS: Financial Advisor NOB: Registered rep activities through Kestra Investment Services INV REL: Y #OF HRS: 130 SEC TRAD HRS: 130 STRT DTE: 02/22/2019 ADDR: 2420 S. Lakemont Avenue, Suite 120, Orlando FL 32814 DESCRIPTION: Asset Management, Financial and Retirement Planning NAME: DANIEL S LAFOREST PA POS: Owner NOB: Insurance INV REL: Y #OF HRS: 10 SEC TRAD HRS: 5 STRT DTE: 06/01/2008 ADDR: 1528 Sugarwood Circle, Winter Park FL 32792 DESC: Sales of Medicare insurance products. NAME: RENTAL PROPERTY POS: Owner NOB: Real Estate INV REL: N #OF HRS: 0 SEC TRAD HRS: 0 STRT DTE: 03/03/2004 ADDR: 925-16 Lexington Parkway, Apopka FL 32712 DESC: Maintenance. NAME: VARSITY SPORTS NETWORK LLC POS: Co-Owner NOB: High School Sports Broadcasting INV REL: N #OF HRS: 20 SEC TRAD HRS: 10 STRT DTE: 12/01/2021 ADDR: 302 E. Lake Victoria Circle, Deland FL 32724 DESC: Co-owner and Show host NAME:UNITED HEALTHCARE POS: Sales Agent NOB: Insurance INV REL: Y #OF HRS: 8 SEC TRAD HRS: 6 STRT DTE: 02/01/2010 ADDR: 495 N. Keller Road, Suite 200, Maitland FL 32751 DESC: Presenting Medicare options and enrolling members. NAME: KESTRA ADVISORY SERVICES POS: IAR NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Y #OF HRS: 160 SEC TRAD HRS: 160 STRT DTE: 01/27/2022 ADDR: 5707 Southwest Parkway Building 2 Ste. 400, Suite 120, Austin TX 78735 DESC: Advisory Services NAME: SECURITY FINANCIAL MANAGEMENT POS: Instructor NOB: Registered rep activities through Kestra Investment Services INV REL: Y #OF HRS: 6 SEC TRAD HRS: 0 STRT DTE: 04/17/2023 ADDR: 2420 S. Lakemont Avenue, Suite 120, Orlando FL 32814 DESC: Instructor in classroom and virtual setting. Class is to educate the retirement planning process. No securities or other products will be indorsed. NAME: INFLUENCER COUNSEL POS: Director; NIL Relationships NAME: Sports Agent INV REL: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 STRT DTE: 05/09/2023 ADDR: 615 Crescent Executive Court, Suite 212, Lake Mary FL 32746, United States DESC: Communications with student-athletes, Universities, and families providing education and representation on Name, Image, & Likeness (NIL).

Similar Advisors

Dana Rose Arvanites
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#
IRMO, SC · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#

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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(1/31/2022)
IAR
Florida
(2/17/2022)
RR
Georgia
(1/31/2022)
RR
North Carolina
(1/17/2023)
RR
Tennessee
(6/2/2023)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2009About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2008About the Series 7 exam
FINRA
SRO Registrations

Similar Advisors

Dana Rose Arvanites
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#
IRMO, SC · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Scott Laforest's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Dana Rose Arvanites
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#
IRMO, SC · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
DL
Follow Daniel
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required