Brendan M Loflin

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Patrick Oleary

D.A. DAVIDSON & CO.

BILLINGS, MT · CRD#

View profile

JB

James Bowman

JANNEY MONTGOMERY SCOTT LLC

Columbus, OH · CRD#

View profile

Danielle Barrios

MORGAN STANLEY

Beverly Hills, CA · CRD#

View profile

MN

Michael Neal

RAYMOND JAMES & ASSOCIATES, INC.

ST. PETERSBURG, FL · CRD#

View profile

Contact Information

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

Similar Advisors

Patrick Oleary

D.A. DAVIDSON & CO.

BILLINGS, MT · CRD#

View profile

JB

James Bowman

JANNEY MONTGOMERY SCOTT LLC

Columbus, OH · CRD#

View profile

Danielle Barrios

MORGAN STANLEY

Beverly Hills, CA · CRD#

View profile

MN

Michael Neal

RAYMOND JAMES & ASSOCIATES, INC.

ST. PETERSBURG, FL · CRD#

View profile

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

Patrick Oleary

D.A. DAVIDSON & CO.

BILLINGS, MT · CRD#

View profile

JB

James Bowman

JANNEY MONTGOMERY SCOTT LLC

Columbus, OH · CRD#

View profile

Danielle Barrios

MORGAN STANLEY

Beverly Hills, CA · CRD#

View profile

MN

Michael Neal

RAYMOND JAMES & ASSOCIATES, INC.

ST. PETERSBURG, FL · CRD#

View profile

Years of Experience

13 years registered in the securities industry

Current & Past Employments

Current

KESTRA ADVISORY SERVICES, LLCCurrent·CRD# 283330

RIA

800 N Magnolia Ave Floor 07, Orlando, FL 32803-3264

April 16, 2024 - Present

KESTRA INVESTMENT SERVICES, LLCCurrent·CRD# 42046

BD

800 N Magnolia Ave Suite 420, Orlando, FL 32803

April 16, 2024 - Present

Past

VALIC FINANCIAL ADVISORS, INC.Past·CRD# 42803

RIA

Orlando, FL

March 17, 2014 - April 23, 2024

VALIC FINANCIAL ADVISORS, INC.Past·CRD# 42803

BD

Orlando, FL

October 3, 2013 - April 23, 2024

Similar Advisors

Patrick Oleary

D.A. DAVIDSON & CO.

BILLINGS, MT · CRD#

View profile

JB

James Bowman

JANNEY MONTGOMERY SCOTT LLC

Columbus, OH · CRD#

View profile

Danielle Barrios

MORGAN STANLEY

Beverly Hills, CA · CRD#

View profile

MN

Michael Neal

RAYMOND JAMES & ASSOCIATES, INC.

ST. PETERSBURG, FL · CRD#

View profile

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)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (9/22/2026)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN 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 Date	Form ADV-E Cover	Form ADV-E Report
12/01/2025	Cover Page	Report
12/23/2024	Cover Page	Report
10/20/2023	Cover Page	Report

Similar Advisors

Patrick Oleary

D.A. DAVIDSON & CO.

BILLINGS, MT · CRD#

View profile

JB

James Bowman

JANNEY MONTGOMERY SCOTT LLC

Columbus, OH · CRD#

View profile

Danielle Barrios

MORGAN STANLEY

Beverly Hills, CA · CRD#

View profile

MN

Michael Neal

RAYMOND JAMES & ASSOCIATES, INC.

ST. PETERSBURG, FL · CRD#

View profile

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Name: KESTRA ADVISORY SERVICES, LLC POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: No # OF HOURS: 35 SECURITIES TRADING HOURS: 35 START DATE: 04/16/2024 ADDRESS: 5707 Southwest Parkway, Austin TX 78735, United States DESCRIPTION: Financial Planning Wealth Management Retirement Plan consulting Name: EVOLVE ADVISOR GROUP POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 120 SECURITIES TRADING HOURS: 40 START DATE: 04/15/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: Financial Advisor, wealth management, financial planning and retirement plan consulting Name: LIFE INSURANCE SALES POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 05/13/2024 ADDRESS: 2208 Hillcrest Street, Orlando FL 32803 DESCRIPTION: life insurance sales

Similar Advisors

Patrick Oleary

D.A. DAVIDSON & CO.

BILLINGS, MT · CRD#

View profile

JB

James Bowman

JANNEY MONTGOMERY SCOTT LLC

Columbus, OH · CRD#

View profile

Danielle Barrios

MORGAN STANLEY

Beverly Hills, CA · CRD#

View profile

MN

Michael Neal

RAYMOND JAMES & ASSOCIATES, INC.

ST. PETERSBURG, FL · CRD#

View profile

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

California
(4/29/2024)

RR

Colorado
(4/16/2024)

RR

Florida
(4/16/2024)

IAR

Florida
(4/23/2024)

RR

Georgia
(4/16/2024)

RR

Mississippi
(4/16/2024)

RR

North Carolina
(4/24/2024)

RR

Vermont
(4/16/2024)

RR

Wisconsin
(4/16/2024)

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.