AT
Adam D. Tolle
KESTRA PRIVATE WEALTH SERVICES
Blackshear, GA 31516
Some features on this profile are disabled
CRD#: 6895699
AT
Professional summary
Adam Daniel Tolle is a registered financial advisor currently at KESTRA PRIVATE WEALTH SERVICES, LLC located in Blackshear, Georgia and KESTRA INVESTMENT SERVICES, LLC located in Waycross, Georgia.
Adam is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Adam has worked at 6 firms and has passed the Series 66, 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.
Bus Name: BYRT FINANCIAL ADVISORS, LLC POSITION: Member NATURE: Insurance INVESTMENT RELATED: Yes, # OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 12/21/2017 ADDRESS: 102 Lee Ave., Waycross GA 31501 DESCRIPTION: Assist managing partner in the management of staff and the business in general, perform Advisory duties such as meeting with new and prospective clients and making investment recommendations. Initiating trades and generally servicing client accounts. Bus Name: TOLLE HOLDINGS, INC. POSITION: President - Sole Shareholder NATURE: Professional Corporation - Holding Company INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/16/2018 ADDRESS: 861 Woodlake, Dr., Homerville GA 31634 DESCRIPTION: All Management and administrative duties. Bus Name: CLINCH COUNTY BOARD OF ASSESSORS POSITION: Chairman NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/28/2017 ADDRESS: 25 Court Square, Suite D, Homerville GA 31634 DESCRIPTION: Oversight of tax assessor's policies, procedures, and valuation methods. Bus Name: CLINCH COUNTY LIONS CLUB POSITION: President & Treasurer NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/24/2021 ADDRESS: 861 Woodlake Dr., Homerville GA 31634 DESCRIPTION: Pay bills, deposit funds, keep ledger of member payments. Bus Name: CLINCH COUNTY TOUCHDOWN CLUB, INC. POSITION: Treasurer NATURE: Charitable Organization INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/17/2022 ADDRESS: 172 W. Dame Ave., Homerville GA 31634 DESCRIPTION: Pay bills, make deposits, keep a ledger of member payments. Bus Name: BYRT CPAS, LLC POSITION: Managing Partner NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 140 SECURITIES TRADING HOURS: 130 START DATE: 10/16/2018 ADDRESS: 102 Lee Ave., Waycross GA 31501 DESCRIPTION: Manage the day to day business operations, hire and fire staff members, prepare and review income tax returns and financial statements, perform special services relating to tax and accounting for clients as they arise. Bus Name: INSPIRED WEALTH PLANNING POSITION: Member NATURE: Insurance INVESTMENT RELATED: Yes, # OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 03/06/2025 ADDRESS: 102 Lee Ave., Waycross GA 31501, United States DESCRIPTION: Provide investment advisory and planning services including the sale of life insurance.
CRS (Client Relationship Summary) - RIA
Click below to view Adam Daniel Tolle'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
November 13, 2023 - Present
KESTRA PRIVATE WEALTH SERVICES, LLC
Office #1: 102 Lee Ave, Blackshear, GA 31516RIA
CRD#: 155193
Blackshear, GA
Current
November 9, 2023 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 102 Lee Ave, Waycross, GA 31501BD
CRD#: 42046
Waycross, GA
Past
October 25, 2019 - November 16, 2023
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
IRVING, TX
Past
October 25, 2019 - November 16, 2023
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
HOMERVILLE, GA
Past
September 14, 2018 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
HOMERVILLE, GA
Past
August 16, 2018 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
HOMERVILLE, GA
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".
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 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(11/9/2023)
RR
California(11/9/2023)
RR
Colorado(11/9/2023)
RR
District of Columbia(11/9/2023)
RR
Florida(11/9/2023)
RR
Georgia(11/9/2023)
IAR
Georgia(11/13/2023)
RR
Illinois(8/22/2024)
RR
Kentucky(11/9/2023)
RR
Louisiana(11/9/2023)
RR
Massachusetts(6/14/2024)
RR
Michigan(2/13/2024)
RR
Montana(11/9/2023)
RR
Nebraska(11/9/2023)
RR
New York(11/9/2023)
RR
North Carolina(11/15/2023)
RR
Pennsylvania(11/9/2023)
RR
South Carolina(11/9/2023)
RR
Virginia(11/9/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
198
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 27,816 |
| AUM (Assets Under Management) | $ 10,210,576,595 |
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA PRIVATE WEALTH SERVICES, LLC
CRD#: 155193Blackshear, GA 31516TRUST BUT VERIFY
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