KM
Kyle I. Mcclure
KESTRA ADVISORY SERVICES
Marmora, NJ 08223
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CRD#: 6744197
KM
Professional summary
Kyle Ian Mcclure is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Marmora, New Jersey and KESTRA INVESTMENT SERVICES, LLC located in Marmora, New Jersey.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Kyle has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 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.
Business Name: Big Brother Big Sister Investment Related: No Address: 450 Tilton Rd # 214 NORTHFIELD NJ 08225 Nature of Business: Other Other/None of the Above Volunteer work Position, Title or Relationship: Big Brother Start Date: 7/20/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I act as a role model for a child in need Business Name: Kyle McClure Investment Related: Yes Address: 110 Roosevelt Blvd Ste 2W Marmora NJ 08223 Nature of Business: Insurance Position, Title or Relationship: Broker Start Date: 11/10/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Sell Business Name: Kestra Advisory Service LLC Investment Related: Yes Address: 5707 Southwest Pkwy Bldg Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 3/2/2020 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: Advise clients on investments and annuitie opportunities Business Name: THE LIGHTHOUSE CHURCH POSITION: Committee member NATURE: Budgeting INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 08/10/2021 ADDRESS: 1248 U.S. 9, Cape May Court House NJ 08210, United States DESCRIPTION: Help with budgeting and imputing data into the church software. I will also help with financial decision making. Business Name: REICH ASSET MANAGEMENT POSITION: Equity Partner, Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 10/01/2023 ADDRESS: 105 Roosevelt Blvd, Marmora NJ 08233, United States DESCRIPTION: I will work in an advisory role.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Ian Mcclure'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
March 19, 2020 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 105 Roosevelt Boulevard, Marmora, NJ 08223RIA
CRD#: 283330
Marmora, NJ
Current
March 3, 2020 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 105 Roosevelt Blvd, Marmora, NJ 08223BD
CRD#: 42046
Marmora, NJ
Past
March 16, 2017 - March 4, 2020
NORTHERN LIGHTS DISTRIBUTORS, LLC
BD
CRD#: 126159
ELKHORN, NE
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
Alabama(10/31/2024)
RR
Arizona(10/31/2024)
RR
California(10/31/2024)
RR
Connecticut(10/31/2024)
RR
Delaware(10/31/2024)
RR
Florida(8/21/2023)
RR
Georgia(10/31/2024)
RR
Illinois(10/31/2024)
RR
Louisiana(10/31/2024)
RR
Maine(10/31/2024)
RR
Maryland(10/31/2024)
RR
Massachusetts(10/31/2024)
RR
Missouri(5/23/2025)
RR
New Hampshire(10/29/2025)
RR
New Jersey(3/3/2020)
IAR
New Jersey(3/19/2020)
RR
New York(10/31/2024)
RR
North Carolina(11/1/2024)
RR
Ohio(10/31/2024)
RR
Pennsylvania(8/3/2022)
RR
South Carolina(10/31/2024)
RR
Tennessee(10/31/2024)
RR
Texas(10/31/2024)
IAR
Texas(3/3/2025)
RR
Vermont(10/31/2024)
RR
Virginia(8/21/2023)
RR
Wisconsin(7/31/2025)
Exams
State Security Law Exam
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)Upgrade to AdvisorCheck Premium
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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 |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Marmora, NJ 08223TRUST BUT VERIFY
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