KP
Kyle R. Phillip
GUIDESTONE ADVISORS
Dallas, TX 75244-6152
Some features on this profile are disabled
CRD#: 5669808
KP
Professional summary
Kyle Robert Phillip, CFP® is a registered financial advisor currently at GUIDESTONE ADVISORS located in Dallas, Texas and GUIDESTONE FINANCIAL SERVICES located in Dallas, Texas.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Kyle has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 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.
College Price Tag, LLC
Not Investment Related
1307 Cheyenne Dr.
Richardson, TX 75080
I will be helping parents and students evaluate what colleges may cost based on the family's financial situation and the student's educational merit in a effort to help them more effectively decide which college is most appropriate for the student.
Owner
3/1/19 Start
6-10 Hours a Month Devoted
0 Hours During Trading Hours
Presently, I will be performing the consultations and running the analysis. If the business progresses in the future, I may also be managing other employees to consult in this manner
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Robert Phillip'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: 2016
Experience
Current
June 10, 2014 - Present
GUIDESTONE ADVISORS
Office #1: 5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152RIA
CRD#: 149624
Dallas, TX
Current
June 13, 2012 - Present
GUIDESTONE FINANCIAL SERVICES
Office #1: 5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152BD
CRD#: 148249
Dallas, TX
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".
GA
GUIDESTONE ADVISORS
GUIDESTONE | GUIDESTONE ADVISORS, LLC | GUIDESTONE ADVISORS
CRD#: 149624 / SEC#: 801-70177
RIA
Registered Investment Advisory firm - (6/1/2009 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
Alabama(7/9/2012)
RR
Alaska(7/9/2012)
RR
Arizona(7/9/2012)
RR
Arkansas(7/9/2012)
RR
California(7/9/2012)
RR
Colorado(7/9/2012)
RR
Connecticut(7/9/2012)
RR
Delaware(7/9/2012)
RR
District of Columbia(7/9/2012)
RR
Florida(7/9/2012)
RR
Georgia(7/9/2012)
RR
Hawaii(7/9/2012)
RR
Idaho(7/9/2012)
RR
Illinois(7/9/2012)
RR
Indiana(7/9/2012)
RR
Iowa(7/9/2012)
RR
Kansas(7/9/2012)
RR
Kentucky(7/9/2012)
RR
Louisiana(7/9/2012)
RR
Maine(7/9/2012)
RR
Maryland(7/9/2012)
RR
Massachusetts(7/9/2012)
RR
Michigan(7/9/2012)
RR
Minnesota(7/9/2012)
RR
Mississippi(7/9/2012)
RR
Missouri(7/9/2012)
RR
Montana(7/9/2012)
RR
Nebraska(7/9/2012)
RR
Nevada(7/9/2012)
RR
New Hampshire(7/9/2012)
RR
New Jersey(7/9/2012)
RR
New Mexico(7/9/2012)
RR
New York(7/9/2012)
RR
North Carolina(7/9/2012)
RR
North Dakota(7/9/2012)
RR
Ohio(7/10/2012)
RR
Oklahoma(7/9/2012)
RR
Oregon(7/9/2012)
RR
Pennsylvania(7/9/2012)
RR
Rhode Island(7/9/2012)
RR
South Carolina(7/9/2012)
RR
South Dakota(7/9/2012)
RR
Tennessee(7/9/2012)
RR
Texas(7/9/2012)
IAR
Texas(6/10/2014)
RR
Utah(7/9/2012)
RR
Vermont(7/9/2012)
RR
Virginia(7/9/2012)
RR
Washington(7/9/2012)
RR
West Virginia(7/9/2012)
RR
Wisconsin(7/9/2012)
RR
Wyoming(7/9/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GA
GUIDESTONE ADVISORS
GUIDESTONE | GUIDESTONE ADVISORS, LLC | GUIDESTONE ADVISORS
CRD#: 149624 / SEC#: 801-70177
RIA
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Contact information
Main Address
5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152
Mailing Address
Phone number
(214) 720-6486
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,414 |
| AUM (Assets Under Management) | $ 1,591,991,122 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/22/2024 | ||
| 01/26/2024 | ||
| 10/28/2022 |
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.
