KH
Kyle Harrison
CSENGE ADVISORY GROUP
McKinney, TX
Some features on this profile are disabled
CRD#: 7553310
KH
Professional summary
Kyle Harrison is a registered financial advisor currently at CSENGE ADVISORY GROUP, LLC located in Mckinney, Texas and INTEGRITY ALLIANCE, LLC. located in Memphis, Tennessee.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Kyle has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE 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 )BURPTREE LLC POSITION: Owner NATURE: BurpTree LLC is a small handcrafted woodworking company owned equally by my brother & I. We sell cutting boards & coasters retail and wholesale on spare time basis. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/03/2021 ADDRESS: 2005 Audley Bolton Dr., Searcy AR 72143, United States DESCRIPTION: I file the appropriate sales & use tax each month, act as a consultant, and advise on marketing while my brother handles sales and production. My role is very minimal and only requires 2 hours or so per month now. 2) XS24 ONLINE PRINTING POSITION: Owner NATURE: Custom Signs & Apparel Printing on demand for schools, organizations & clubs. These are sold online & shipped direct to them. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2024 ADDRESS: 12820 S Memorial, Dr. #105, Bixby OK 74008, United States DESCRIPTION: Business Development / Marketing 3) CSENGE ADVISORY GROUP POSITION: Employee NATURE: I am affiliated with CAG as an investment adviser representative and offer fiduciary investment and financial planning advice for a fee. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 10/20/2022 ADDRESS: 4755 E Bay Dr., Clearwater FL 33764, United States DESCRIPTION: I am affiliated with CAG as an investment adviser representative and offer fiduciary investment & financial planning advice for a fee. 4) NOT TOO FAR POSITION: Employee NATURE: Not2Far is in the telecommunications space, specializing in bringing high-speed internet to the world's most isolated communities. They partner with large organizations to impact under-served people groups. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 09/01/2024 ADDRESS: 300 E Davis St., #104, McKinney TX 75069, United States DESCRIPTION: I will serve as a fractional analyst for the company helping with the business development, financial modeling, standardization of internal processes& operations, and be general support to the founders. 5) RADIAN PARTNERS POSITION: Employee NATURE: Radian was founded by Larry Tolbert as a collective of partners to provide a team approach for clients. Radian supports its advisory partners with admin, professional development, branding, marketing and coaching. The firm provides services to clients alongside its partners Lion Street Financial, Lion Street Advisors, and Csenge Advisory Group. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 11/20/2024 ADDRESS: 6055 Primacy Parkway, Suite 160, Memphis TN 38119, United States DESCRIPTION: I'm a full-time employee of Radian as a support advisor. I facilitate the preparation of financial planning, client reports, client onboarding, technology integration, new business development, and client service requests.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Harrison'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
October 20, 2022 - Present
CSENGE ADVISORY GROUP, LLC
RIA
CRD#: 131167
McKinney, TX
Current
November 3, 2025 - Present
INTEGRITY ALLIANCE, LLC.
Office #1: 6055 Primacy Pkwy Ste 160, Memphis, TN 38119RIA
BD
CRD#: 139627
Memphis, TN
Past
September 27, 2022 - November 3, 2025
LION STREET FINANCIAL, LLC
BD
CRD#: 165828
Memphis, TN
Past
June 21, 2022 - September 16, 2022
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
SHERWOOD, AR
Past
May 17, 2022 - September 16, 2022
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
SHERWOOD, AR
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".
CA
CSENGE ADVISORY GROUP, LLC
ACUMEN3 | WEBB FINANCIAL CONSULTANTS | WEALTH TRANSFER CONSULTANTS | WEALTH STRATEGIES | WAYFINDER WEALTH | WAKEFIELD VENTURE GROUP | VERITY FINANCIAL | SAPERS & WALLACK | RADIAN PARTNERS | POLARIS WEALTH MANAGEMENT | POLARIS ADVICE | PENNJERDEL INSURANCE CONSULTANTS, INC. | PARK SQUARE FINANCIAL GROUP, LLC | PARESHAH PARTNERS LLC | PARAGON PARTNERS, LLC | PARAGON PARTNERS | NAVITAS WEALTH ADVISORS | MORRISON WEALTH ADVISORS | MAIN LINE FINANCIAL ADVISORS | JK JONES FINANCIAL | J. ROBERTS CAPITAL, INC. | INVESTMENT PLANNING & MANAGEMENT | IMPACT WEALTH ADVISORS | HOSTETLER FINANCIAL, LLC | HIGHRIDGE ADVISORY | HESS-SEGAL | FINANCIAL SUCCESS STRATEGIES, LLC | FIDELIS FINANCIAL STRATEGIES | ELEY-GRAHAM-AUSTGEN | DRAPER FINANCIAL GROUP | DESTINY FINANCIAL GROUP | DECIMA WEALTH CONSULTING | DALAL CAPITAL | CSENGE ADVISORY GROUP, LLC | CORLEY & KENT, LLC | CONNECT ADVISORY GROUP | COMPASS ADVISORY PARTNERS LLC | COLTER-DENNIS | CINDER WEALTH ADVISORS | CASSIDY & COMPANY | CANNON, CLARK HOLMAN & ASSOCIATES | ATHENIAN PRIVATE CLIENT GROUP
CRD#: 131167 / SEC#: 801-72792
RIA
Registered Investment Advisory firm - (10/13/2011 Approved)Florida
Registered Investment Advisory firm - (11/8/2011 Terminated)Texas
Registered Investment Advisory firm - (11/15/2007 Terminated)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
Indiana(11/3/2025)
RR
Tennessee(11/3/2025)
IAR
Texas(10/20/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/4/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 5/17/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CSENGE ADVISORY GROUP, LLC
ACUMEN3 | WEBB FINANCIAL CONSULTANTS | WEALTH TRANSFER CONSULTANTS | WEALTH STRATEGIES | WAYFINDER WEALTH | WAKEFIELD VENTURE GROUP | VERITY FINANCIAL | SAPERS & WALLACK | RADIAN PARTNERS | POLARIS WEALTH MANAGEMENT | POLARIS ADVICE | PENNJERDEL INSURANCE CONSULTANTS, INC. | PARK SQUARE FINANCIAL GROUP, LLC | PARESHAH PARTNERS LLC | PARAGON PARTNERS, LLC | PARAGON PARTNERS | NAVITAS WEALTH ADVISORS | MORRISON WEALTH ADVISORS | MAIN LINE FINANCIAL ADVISORS | JK JONES FINANCIAL | J. ROBERTS CAPITAL, INC. | INVESTMENT PLANNING & MANAGEMENT | IMPACT WEALTH ADVISORS | HOSTETLER FINANCIAL, LLC | HIGHRIDGE ADVISORY | HESS-SEGAL | FINANCIAL SUCCESS STRATEGIES, LLC | FIDELIS FINANCIAL STRATEGIES | ELEY-GRAHAM-AUSTGEN | DRAPER FINANCIAL GROUP | DESTINY FINANCIAL GROUP | DECIMA WEALTH CONSULTING | DALAL CAPITAL | CSENGE ADVISORY GROUP, LLC | CORLEY & KENT, LLC | CONNECT ADVISORY GROUP | COMPASS ADVISORY PARTNERS LLC | COLTER-DENNIS | CINDER WEALTH ADVISORS | CASSIDY & COMPANY | CANNON, CLARK HOLMAN & ASSOCIATES | ATHENIAN PRIVATE CLIENT GROUP
CRD#: 131167 / SEC#: 801-72792
RIA
Registered Investment Advisory firm - (10/13/2011 Approved)Florida
Registered Investment Advisory firm - (11/8/2011 Terminated)Texas
Registered Investment Advisory firm - (11/15/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4755 East Bay Drive, Clearwater, FL 33764
Mailing Address
Phone number
(727) 437-6000
Established
Firm type
Fiscal year end
# of Employees
79
SEC notice filing (45 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,643 |
| AUM (Assets Under Management) | $ 2,882,684,461 |
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.
