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CFP

Ted Snow

Kestra Advisory Services, LLC
39 Years of Experience
Dallas, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
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Ted Snow is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Dallas, TX, with 39 years of industry experience. Ted 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
—
View Full SEC Brochure

Location

12404 Park Central Drive, Suite 125-S, Dallas, TX, 75251

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History

Regulatory History (1)
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.
Customer Dispute
February 2012
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Ted co-owns Snow Educational Resources Associates, LLC, providing biblically based learning material, and owns Snow Financial Group, LLC, offering investment advisory services. He also works as an investment advisor representative for Kestra Advisory Services, is an author, an independent contractor/sales rep for legal services, and provides opinions to a marketing firm.

Employment History
Current Registrations
Kestra Advisory Services, LLC
April 2016 - Present · 10 yrs 6 mos
Kestra Investment Services, LLCBroker
January 2006 - Present · 20 yrs 9 mos
Previous Registrations
NFP Advisor Services, LLC
February 2006 - September 2016 · 10 yrs 7 mos
Lincoln Financial Advisors Corporation
September 1999 - January 2006 · 6 yrs 4 mos
Lincoln Financial Advisors CorporationBroker
September 1999 - January 2006 · 6 yrs 4 mos
The Lincoln National Life Insurance CompanyBroker
September 1999 - January 2006 · 6 yrs 4 mos
Princor Financial Services CorporationBroker
July 1997 - September 1999 · 2 yrs 2 mos
Fidelity Brokerage Services, INC.Broker
May 1987 - July 1997 · 10 yrs 2 mos
State Registrations15 states
AKCACOCTGAIAINKSMAMDMEOHOKTXVA
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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