Kurt Eakin is a CFP-designated registered investment advisor, based in Austin, TX, with 26 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kurt is the sole owner of Coastal Life Ventures, Inc., an S-Corp for securities business. He also owns Coastal Life Ventures, Inc. dba Coastal Life Wealth Management & Coastal Health Plans, which sells fixed insurance, and co-owns and owns rental properties, dedicating minimal time to these activities during business hours.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Edward Jones
Edward JonesBroker
State Registrations14 states
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