Kyle Thomas Mills

Harvest Financial Group, LLC

27 Years of Experience

3 DisclosuresSells Insurance

View SEC Summary

Harvest Financial Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

282 clients

Average Client Portfolio

$281K average

Assets Under Management

$79.3M

Location

3900 Westerre Parkway, Suite 300, Richmond, VA, 23233

Get directions

History

Regulatory 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 2019

Final

Regulatory

August 2017

Final

Customer Dispute

April 2017

Denied

View Full SEC Report How to Read Disclosures

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 1 mo

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.