BG
Brian H. Grant
KESTRA ADVISORY SERVICES
GLENSIDE, PA 19038
Some features on this profile are disabled
CRD#: 822914
BG
Professional summary
Brian Hugh Grant, CFP® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Glenside, Pennsylvania and KESTRA INVESTMENT SERVICES, LLC located in Glenside, Pennsylvania.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Brian has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 1 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: Abacus Properties, LLC Investment Related: Yes Address: 119 S Easton Rd lower level Glenside PA 19038 Nature of Business: Other Other/None of the Above I do not get involved in the operations Position, Title or Relationship: co - Owner with spouse Start Date: 7/28/2004 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: LLC owns an office building. limited. Spouse handles the operations Business Name: Germantown Christian Assembly Investment Related: No Address: 610 E Mt Pleasant Ave Philadelphia PA 19119 Nature of Business: Community/Charitable/Civic Volunteer (Non-Leadership Position) Position, Title or Relationship: Other,This is a church and I serve as part time Pastor Start Date: 6/1/2014 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: Preach and visit the sick Business Name: Premier Financial Group, Inc Trinity Financial Partners Investment Related: Yes Address: 119 S Easton Rd Glenside PA 19038 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner Start Date: 8/1/1988 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: active management Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Grand Old Gospel Fellowship Investment Related: No Address: 158 E. Main Street Lansdale PA 19446 Nature of Business: Community/Charitable/Civic Volunteer (Non-Leadership Position); Other Other/None of the Above This business is a church/non-profit organization. Position, Title or Relationship: church treasurer Start Date: 6/9/2019 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: The church treasurer checks the amounts to make sure they match, preparing receipts for the donors and keeping records of the funds. Churches usually require the treasurer to perform all of these duties in the presence of a deacon or some other responsible person to guard against any improper use of the donation money. This is a free service with no compensation. Business Name: Brian H. Grant & Sherryl Grant Personally Owned Real Estate Investment Related: Yes Address: 1414 S Penn Square Philadelphia PA 19102 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 1/1/2010 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: landlord like duties. Business Name: Dream Properties International, LLC - Brian H. Grant Investment Related: Yes Address: 2 Saljon Court MAPLE GLEN PA 19002 Nature of Business: Real Estate Position, Title or Relationship: Member Start Date: 9/6/2005 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Active member of the LLC Business Name: AQUABLU HOLDINGS, LLC POSITION: member of the LLC NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: 2 Saljon Court, Maple Glen PA 19002, United States DESCRIPTION: I have no responsibilities, but answer any questions my wife and I think I may be able to help them with.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Hugh Grant'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®
CFP®
Start date: 1989
Experience
Current
April 21, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 119 South Easton Rd., Glenside, PA 19038RIA
CRD#: 283330
GLENSIDE, PA
Current
September 28, 2000 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 119 South Easton Rd., Glenside, PA 19038BD
CRD#: 42046
Glenside, PA
Past
April 2, 2009 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
ONTARIO, CA
Past
March 12, 1982 - February 15, 2001
EQUITY SERVICES, INC.
BD
CRD#: 265
MONTPELIER, VT
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
Arizona(10/4/2005)
RR
California(8/12/2005)
RR
Delaware(6/14/2001)
RR
District of Columbia(11/15/2000)
RR
Florida(9/29/2000)
RR
Georgia(8/8/2001)
RR
Iowa(10/4/2000)
RR
Maryland(1/2/2001)
RR
Michigan(3/31/2010)
RR
Minnesota(1/4/2022)
RR
New Jersey(10/3/2000)
RR
New York(9/28/2000)
RR
North Carolina(11/16/2000)
RR
Pennsylvania(10/3/2000)
IAR
Pennsylvania(4/21/2016)
RR
South Carolina(1/2/2003)
RR
Texas(1/2/2001)
IAR
Texas(7/26/2023)
RR
Virginia(3/14/2001)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 5/24/1976
Registered Representative ExaminationSRO 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.
