DL
Daniel S. Laforest
KESTRA ADVISORY SERVICES
Orlando, FL 32814
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CRD#: 5491065
DL
Daniel Scott LaforestKESTRA ADVISORY SERVICES
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 7 exams.
Aliases
Daniel S Laforest | Daniel Scott Laforest | Daniel Laforest
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).
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Scott Laforest'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
February 17, 2022 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 2420 S. Lakemont Ave Suite 120, Orlando, FL 32814Office #2: 8245 Devereux Drive Suite 103, Melbourne, FL 32940RIA
CRD#: 283330
Orlando, FL
Current
January 31, 2022 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 2420 S. Lakemont Ave Suite 120, Orlando, FL 32814Office #2: 8245 Devereux Drive Suite 103, Melbourne, FL 32940BD
CRD#: 42046
Orlando, FL
Past
March 1, 2019 - February 25, 2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
ORLANDO, FL
Past
February 28, 2019 - February 25, 2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
ORLANDO, FL
Past
September 16, 2013 - March 1, 2019
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
WINTER PARK, FL
Past
September 10, 2013 - March 1, 2019
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
WINTER PARK, FL
Past
October 28, 2010 - October 31, 2018
SMATHERS FINANCIAL GROUP, INC.
RIA
CRD#: 130349
THE VILLAGES, FL
Past
February 24, 2009 - September 16, 2013
CAPITAL GUARDIAN, LLC
BD
CRD#: 137919
THE VILLAGES, FL
Past
May 2, 2008 - January 28, 2009
OSAIC SERVICES, INC.
BD
CRD#: 133763
SUMMERFIELD, FL
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
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)
Exams
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)Loading...
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 |
|---|---|---|
| 12/01/2025 | ||
| 12/23/2024 | ||
| 10/20/2023 |
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#: 283330Orlando, FL 32814TRUST BUT VERIFY
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