Ted Snow
Ted Snow is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Dallas, TX, with 38 years of industry experience. Ted operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
12404 Park Central Drive, Suite 125-S, Dallas, TX, 75251
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2012Other 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
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Princor Financial Services CorporationBroker
Fidelity Brokerage Services, INC.Broker
State Registrations15 states
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.