Barry David Flagg

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1986 → Present
  Moore Thomas
  Tampa, FL
• 04/2016 → Present
  Kestra Investment Services, Llc.
  Tampa, FL
• 04/2016 → Present
  Kestra Advisory Services, Llc.
  Tampa, FL

Previous Registrations

• 2001-05-07 → 2002-11-27
  M Holdings Securities, Inc.
  Tampa, FL

Other Businesses

Name: Speaking Engagements Investment Related: No Address: 1301 W Fletcher Ave Tampa FL 33612 Nature:Other, speaking to groups about the tools available to evaluate and manage life insurance portfolios. Start Date: 4/17/2013 Hours per month: 0% - 10% (0 - 16 hours) Hrs/month during trading hours: 0% - 10% (0 - 14 hours) Duties: Public Speaking Name: Triangulum Financial Partners Investment Related: Yes Address: 1301 W. Fletcher Ave, Suite A Tampa FL 33612 Nature of Business: Insurance Position: Owner Start Date: 1/1/2003 Hrs/month: 41% - 50% (65 - 80 hours) Hours per month during trading hours: 41% - 50% (57 - 70 hours) Duties: Meeting and advising clients about selection and proper management of their life insurance holdings. Name: Flaggship Financial Investment Related: No Address: 1301 W. Fletcher Ave Tampa FL 33612 Nature of Business: Other Back Office Operations Position: Owner Start Date: 1/1/1981 Hrs/month: 0% - 10% (0 - 16 hours) Hrs/month during trading hours: 0% - 10% (0 - 14 hours) Duties: Providing staffing and common operating functions to Triangulum Financial and THEInsuranceAdvisor.COM d/b/a Veralytic Name: THEInsuranceAdvisor.COM d/b/a Veralytic THEInsuranceAdvisor.COM Technologies THEInsuranceAdvisor.COM Holdings Investment Related: No Address: 1301 W Fletcher Ave Tampa FL 33612 Nature of Business: Other Other/None of the Above Research Publisher Position: Inventor, Founder & President Start Date: 12/31/1999 Hrs/month: 41% - 50% (65 - 80 hours) Hrs/month during trading hours: 41% - 50% (57 - 70 hours) Duties: Strategic marketing. 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 Hrs/month: Up to 100% (0 to 160 hours) Hrs/month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: CFP Board Ethics & Legal Department Volunteer Investment Related: No Address: 1425 K Street NW #800 Washington OT - Other DC 20005 Nature of Business: Consulting Position: Volunteer Start Date: 4/1/2020 Hrs/month: 0% - 10% (0 - 16 hours) Hrs/month during trading hours: 0% - 10% (0 - 14 hours) Duties: Advise CFP Board Ethics & Legal as to whether a complaint involving life insurance violates CFP Practice Standards. NAME: FORBES CONTRIBUTOR/VOLUNTEER POSITION: Volunteer NATURE: Magazine INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 07/01/2020 ADDRESS: 60 5th Avenue, New York NY 10011, United States DESCRIPTION: Contribute life insurance pricing and performance data Best Life Insurance Companies for rankings NAME: WSJ CONTRIBUTOR/VOLUNTEER POSITION: Volunteer NATURE: Life Insurance Product Research INVESTMENT RELATED: No #OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 07/02/2025 ADDRESS: 1211 Avenue of the Americas, New York NY 10036, United States DESCRIPTION: Contribute life insurance pricing and performance data for Best Life Insurance Companies for rankings. NAME: CFP BOARD - STANDARDS RESOURCE COMMISSION (SRC) POSITION: Volunteer NATURE: Volunteer INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/08/2025 ADDRESS: 1425 K Street NW, #800, Washington DC 20005, United States DESCRIPTION: resource development for CFPs.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-06-26

Designations

• Certified Financial Planner
• Chartered Financial Consultant