Ted D. Snow
KESTRA ADVISORY SERVICES
Dallas, TX 75251
Some features on this profile are disabled
CRD#: 1650430
Professional summary
Ted Delaney Snow, CFP®, who also goes by Ted D Snow, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Dallas, Texas and KESTRA INVESTMENT SERVICES, LLC located in Dallas, Texas.
Ted is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Ted has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ted D Snow
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: SNOW EDUCATIONAL RESOURCES ASSOCIATES, LLC POSITION: co-owner NATURE: To provide biblically based learning material to international friends all around the world. INVESTMENT RELATED: No #OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 01/01/2011 ADDRESS: 13500 Noel Road Apt 250, Dallas TX 75240 DESCRIPTION: Help international people build their conversational English skills while reading the bible. By donating to the Allegro portal, donors get a tax deduction. We would like to invite clients of Snow Financial Group, LLC (Kestra is the broker/dealer) to partner with us Name: SNOW FINANCIAL GROUP, LLC POSITION: Owner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 105 START DATE: 04/15/2012 ADDRESS: 12404 Park Central Drive, Suite 125-S, Dallas TX 75251 DESCRIPTION: I act as the Certified Financial Planner professional managing assets, planning for retirement, estates, insurance, business, other general financial planning advice. provide retirement education classes. Name: KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/04/2016 ADDRESS: 5707 Southwest Parkway Building 2, Suite 400, Austin TX 78735 DESCRIPTION: Investment advisory services Name: TED D. SNOW POSITION: Author NATURE: Author INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 02/09/2018 ADDRESS: 12404 Park Central Drive, Suite 125-S, Dallas TX 75251 DESCRIPTION: Author Name: TED D. SNOW POSITION: Independent contractor and sales rep NATURE: Legal/Attorney/Trustee/Executor INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 05/01/2013 ADDRESS: 12404 Park Central Drive, Suite 125-S, Dallas TX 75251 DESCRIPTION: I talk to people and business owners in the course of my everyday advisory business as to the merits of having legal counsel at their finger tips. Name: Ted Snow Invest Rel: N Addr: 3939 Beltline Rd., Ste 310-A Addison TX 75001 NOB: Other Other/None of the Above I will be providing opinions to questions of people that have hired a marketing firm to help them in research of a product or service. Similar to being in a focus group. No client or business related info will be exchanged just opinions on topics like industry software or social media sites or marketing material related to my professional industry for a nominal fee of between $150-$200/hour Position, Title or Relationship: See 2.66 above Start Date: 4/20/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: See 2.66 above Name: TED SNOW POSITION: See 2.66 above NATURE: offering opinions to research marketing companies INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 04/20/2020 ADDRESS: 12404 Park Central Drive, Suite 125-S, Dallas TX 75251 DESCRIPTION: See 2.66 above Name: INSURACTIVE POSITION: Referrer NATURE: Referrer INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/13/2025 ADDRESS: 12404 Park Central Drive, Suite 125-S, Dallas TX 75251, United States DESCRIPTION: I would be referring Medicare aged clients to Insuractive to provide Medicare supplement plans and Medicare advantage plans to clients and advise them what would be best for my clients. This is not an area I'm competent in so I want to out source the service to professionals that do this everyday. I would receive a flat referral fee each time someone placed business through Insuractive.
CRS (Client Relationship Summary) - RIA
Click below to view Ted Delaney Snow's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1997
Experience
Current
April 21, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 12404 Park Central Drive Suite 125-s, Dallas, TX 75251RIA
CRD#: 283330
Dallas, TX
Current
January 3, 2006 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 12404 Park Central Drive Suite 125-s, Dallas, TX 75251BD
CRD#: 42046
Dallas, TX
Past
February 16, 2006 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
ADDISON, TX
Past
September 17, 1999 - January 3, 2006
OSAIC FA, INC.
RIA
CRD#: 3978
DALLAS, TX
Past
September 17, 1999 - January 3, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
September 17, 1999 - January 3, 2006
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
July 30, 1997 - September 1, 1999
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Past
May 22, 1987 - July 30, 1997
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(3/15/2017)
RR
California(8/2/2019)
RR
Colorado(1/3/2006)
RR
Connecticut(2/10/2015)
RR
Georgia(1/4/2012)
RR
Indiana(1/5/2022)
RR
Iowa(1/3/2007)
RR
Kansas(1/21/2025)
RR
Maine(7/18/2022)
RR
Maryland(10/27/2020)
RR
Massachusetts(3/21/2024)
RR
Ohio(7/16/2022)
RR
Oklahoma(1/5/2022)
RR
Pennsylvania(1/3/2025)
RR
Texas(1/3/2006)
IAR
Texas(4/21/2016)
RR
Virginia(10/20/2010)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 10/9/1996
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Dallas, TX 75251TRUST BUT VERIFY
Monitor Ted Snow
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
