KD
Kyle C. Davis
BEACON GLOBAL ADVISOR NETWORK
Lexington, KY
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CRD#: 5677802
KD
Professional summary
Kyle Christopher Davis is a registered financial advisor currently at BEACON GLOBAL ADVISOR NETWORK, LLC located in Lexington, Kentucky.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Kyle has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 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.
1)Aerotek, holds a position as Practice Lead, time spent is approximately 66%, non-investment related. 2)Kyle is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that lese services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Christopher Davis'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
May 29, 2025 - Present
BEACON GLOBAL ADVISOR NETWORK, LLC
RIA
CRD#: 288833
Lexington, KY
Past
May 31, 2013 - December 3, 2013
EQUITY SERVICES, INC.
BD
CRD#: 265
NEW YORK, NY
Past
October 26, 2010 - April 16, 2013
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
LOS ANGELES, 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".
BG
BEACON GLOBAL ADVISOR NETWORK, LLC
ALEXANDER PETER WEALTH MANAGEMENT | WHITEKNIGHT WEALTH US | W1 INVESTMENT GROUP USA | TITAN WEALTH INTERNATIONAL (USA) | TITAN FINANCIAL | THE WEALTH GENESIS | THE ARLO GROUP LIMITED | SKYBOUND WEALTH MANAGEMENT | SILVERHALL GLOBAL WEALTH | RP FINANCIAL GROUP | ROBUSTO ASSET MANAGEMENT | RENASCENCE & PARTNERS LLC | PEREGRINE & BLACK | MWC GROUP | LOADSTONE GROUP, LTD | KMI CONSULTANTS | INVESTMENTS FOR EXPATS | IFS HONG KONG | HOLBORN ASSETS, LTD | HEADWAY WEALTH | HARRISON BROOK | FORTEM ADVISORS | DEVERE & PARTNERS SWITZERLAND SA | DELTA FINANCIAL ADVISORS, INC. | CREDENCE INTERNATIONAL FINANCIAL CONSULTANCY LLC | COMBINED GLOBAL INVESTORS | CI ASSOCIATES | CHASE BUCHANAN | CARRICK WEALTH MANAGEMENT | CARRICK INVESTMENT SERVICES | CAMERON JAMES USA | BRIDGE WEALTH MANAGEMENT | BLACKPOINT CAPITAL PARTNERS | BEACON GLOBAL ADVISORS | BEACON GLOBAL ADVISOR NETWORK, LLC | AUSTEN MORRIS ASSOCIATES USA | ARLO GROUP | AMERITY FINANCIAL
CRD#: 288833 / SEC#: 801-110724
RIA
Registered Investment Advisory firm - (7/6/2017 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.Highlighted states indicate IAR registrations
IAR
Colorado(5/29/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
BG
BEACON GLOBAL ADVISOR NETWORK, LLC
ALEXANDER PETER WEALTH MANAGEMENT | WHITEKNIGHT WEALTH US | W1 INVESTMENT GROUP USA | TITAN WEALTH INTERNATIONAL (USA) | TITAN FINANCIAL | THE WEALTH GENESIS | THE ARLO GROUP LIMITED | SKYBOUND WEALTH MANAGEMENT | SILVERHALL GLOBAL WEALTH | RP FINANCIAL GROUP | ROBUSTO ASSET MANAGEMENT | RENASCENCE & PARTNERS LLC | PEREGRINE & BLACK | MWC GROUP | LOADSTONE GROUP, LTD | KMI CONSULTANTS | INVESTMENTS FOR EXPATS | IFS HONG KONG | HOLBORN ASSETS, LTD | HEADWAY WEALTH | HARRISON BROOK | FORTEM ADVISORS | DEVERE & PARTNERS SWITZERLAND SA | DELTA FINANCIAL ADVISORS, INC. | CREDENCE INTERNATIONAL FINANCIAL CONSULTANCY LLC | COMBINED GLOBAL INVESTORS | CI ASSOCIATES | CHASE BUCHANAN | CARRICK WEALTH MANAGEMENT | CARRICK INVESTMENT SERVICES | CAMERON JAMES USA | BRIDGE WEALTH MANAGEMENT | BLACKPOINT CAPITAL PARTNERS | BEACON GLOBAL ADVISORS | BEACON GLOBAL ADVISOR NETWORK, LLC | AUSTEN MORRIS ASSOCIATES USA | ARLO GROUP | AMERITY FINANCIAL
CRD#: 288833 / SEC#: 801-110724
RIA
Registered Investment Advisory firm - (7/6/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One Glenlake Parkway Suite 650, Atlanta, GA 30328
Mailing Address
Phone number
(888) 679-6474
Established
Firm type
Fiscal year end
# of Employees
53
SEC notice filing (22 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,089 |
| AUM (Assets Under Management) | $ 396,867,180 |
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.
