KM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
282 clients
Average Client Portfolio
$281K average
Assets Under Management
$79.3M
Fee Structure
This brochure supplement does not contain any fee information. Please refer to Harvest Financial Group, LLC’s ADV Part 2A for fee details.
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Advisor Information
Office location
3900 Westerre Parkway, Suite 300, Richmond, VA, 23233
Get directionsRegulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2019Final
Regulatory
August 2017Final
Customer Dispute
April 2017Denied
Other Business ActivitiesSells Insurance
Kyle works as an insurance agent, dedicating a few hours per week to this activity. He also spends minimal time per month on live music performance.
Employment History
Current Registrations
Harvest Financial Group, LLC
January 2018 - Present · 8 yrs
Previous Registrations
Harvest Financial Group, LLC
April 2009 - December 2017 · 8 yrs 8 mos
H. Beck, INC.Broker
October 2003 - March 2009 · 5 yrs 5 mos
H. Beck, INC.
October 2003 - March 2009 · 5 yrs 5 mos
Lincoln Financial Advisors Corporation
June 2003 - October 2003 · 4 mos
Lincoln Financial Advisors CorporationBroker
June 2003 - October 2003 · 4 mos
The Lincoln National Life Insurance CompanyBroker
June 2003 - October 2003 · 4 mos
Capital Investment Advisors
May 2000 - May 2003 · 3 yrs
National Planning CorporationBroker
April 1999 - May 2003 · 4 yrs 1 mo
Centennial Capital Management, INC.Broker
July 1998 - May 1999 · 10 mos
State Registrations2 states
CAVA
Advisor
Exams
No exam information available for this advisor.