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Kyle Deatherage

Kestra Advisory Services, LLC
29 Years of Experience
Addison, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

Kyle Deatherage is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Addison, TX, with 29 years of industry experience. Kyle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

16775 Addison Rd, Ste 110, Addison, TX, 75001

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kyle owns Deatherage Financial Consulting, where he works full-time as an advisor and owner, providing registered representative activities, insurance, and investment advisory services. He is also an Investment Advisor Representative with Kestra Advisory Services, LLC, dedicating up to a full-time commitment.

Employment History
Current Registrations
Kestra Advisory Services, LLC
April 2016 - Present · 10 yrs 6 mos
Kestra Investment Services, LLCBroker
November 2010 - Present · 15 yrs 11 mos
Previous Registrations
NFP Advisor Services, LLC
November 2010 - September 2016 · 5 yrs 10 mos
Securities America Advisors, INC.
July 2003 - November 2010 · 7 yrs 4 mos
Securities America, INC.Broker
July 2003 - November 2010 · 7 yrs 4 mos
Veravest Investment Advisors, INC.
January 2000 - August 2003 · 3 yrs 7 mos
Veravest Investments, INC.Broker
January 1997 - July 2003 · 6 yrs 6 mos
State Registrations8 states
CACOMONJNMOHPATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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