TF
Terry P. Ford
KESTRA ADVISORY SERVICES
WOODSTOCK, GA 30188
Some features on this profile are disabled
CRD#: 4129455
TF
Professional summary
Terry P Ford, CFP® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Woodstock, Georgia and KESTRA INVESTMENT SERVICES, LLC located in Woodstock, Georgia.
Terry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Terry has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Business Name: Strategic Services Group Real Estate Holdings, LLC Investment Related: Yes Address: 3215 S. Cherokee Ln Suite 1630 Woodstock GA 30188 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 3/1/2006 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Manage the property Business 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 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Weatherstone Park Office Condo Association Investment Related: No Address: 110 Evans Mill Dr. #702 Dallas GA 30157 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: President Start Date: 8/1/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Convene board meetings, answer questions, review financials oversee property manager as member of board. Association has hired All In One Management (address above) to manage the property. Business Name: STRATEGIC STEWARDSHIP - 1908 ADVISORS POSITION: Principal of Strategic Stewardship/Strategic Services Group NATURE: Life Settlement INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/23/2023 ADDRESS: 3215 S. Cherokee ln, ste 1630, Woodstock GA 30188 DESCRIPTION: Gather client information about whether the sale of a life insurance policy is in the best interest of the client. Obtain life insurance illustrations as required for obtaining quotes or offers for sale of the policy. Assist the client with completing forms that need to be submitted. Evaluating offers with the client to see if it seems like a fair offer. Business Name: STRATEGIC STEWARDSHIP POSITION: Owner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 72 SECURITIES TRADING HOURS: 63 START DATE: 02/01/2024 ADDRESS: 3215 S. Cherokee Lane Suite 1630, Woodstock GA 30188, United States DESCRIPTION: Oversee gathering of information for clients by staff and presentation of information to client
CRS (Client Relationship Summary) - RIA
Click below to view Terry P Ford'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: 2006
Experience
Current
April 27, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 3221 S. Cherokee Lane Ste. 1810, Woodstock, GA 30188RIA
CRD#: 283330
WOODSTOCK, GA
Current
October 2, 2003 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 3215 S Cherokee Lane, Suite 1630, Woodstock, GA 30188BD
CRD#: 42046
Woodstock, GA
Past
October 2, 2003 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
WOODSTOCK, GA
Past
March 11, 2003 - October 24, 2003
OSAIC FA, INC.
RIA
CRD#: 3978
ATLANTA, GA
Past
February 29, 2000 - October 24, 2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
February 29, 2000 - October 24, 2003
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
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
Alabama(9/9/2019)
RR
Arizona(1/25/2022)
RR
California(9/24/2004)
RR
Colorado(1/25/2022)
RR
Delaware(10/8/2019)
RR
Florida(2/7/2006)
RR
Georgia(10/2/2003)
IAR
Georgia(4/27/2016)
RR
Idaho(1/25/2022)
RR
Illinois(1/14/2023)
RR
Indiana(5/20/2020)
RR
Iowa(11/12/2024)
RR
Kansas(1/21/2021)
RR
Kentucky(1/16/2020)
RR
Massachusetts(1/25/2022)
RR
Michigan(12/21/2021)
RR
Montana(7/27/2016)
RR
New Mexico(1/17/2025)
RR
New York(3/9/2017)
RR
North Carolina(10/26/2004)
RR
Ohio(8/29/2024)
RR
Pennsylvania(1/25/2022)
RR
South Carolina(10/16/2013)
RR
Tennessee(11/7/2018)
RR
Texas(1/10/2005)
IAR
Texas(7/26/2023)
RR
Utah(4/27/2023)
RR
Virginia(10/2/2003)
RR
Wisconsin(4/25/2023)
RR
Wyoming(4/27/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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
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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.
