Todd F. Summers
KESTRA ADVISORY SERVICES
Devine, TX 78016
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CRD#: 5976818
Professional summary
Todd Forrest Summers, who also goes by Todd Forrest Summers, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Devine, Texas and KESTRA INVESTMENT SERVICES, LLC located in Devine, Texas.
Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Todd has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Todd Forrest Summers
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.
Bus Name: THE DOOR GUYS, LLC POSITION: member NATURE: Construction company INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/10/2011 ADDRESS: 409 Lee Drive, Devine TX 78016, United States DESCRIPTION: none Bus Name: MEDINA COUNTY EMERGENCY SERVICES DISTRICT #2 POSITION: President NATURE: Board position INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2013 ADDRESS: PO Box 701, Devine TX 78016, United States DESCRIPTION: Run all stated meeting and assign duties to the other board members. Bus Name: MISSION DEVINE POSITION: President NATURE: Board position INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: PO Box 42, Devine TX 78016, United States DESCRIPTION: Run the board meeting, organize and run the annual fund raiser and handle any public relations. Bus Name: DEVINE MASONIC LODGE #590 POSITION: Chaplain NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/31/2020 ADDRESS: 612 W Moore Ave., Devine TX 78016, United States DESCRIPTION: Give the opening prayers and a dinner prayer at all meetings. Bus Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/14/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: SEASONS WEALTH, LLC POSITION: Financial advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 03/14/2025 ADDRESS: 11503 NW Military Hwy, Suite 301, San Antonio TX 78231, United States DESCRIPTION: Solicit new clients for financial services to include portfolio management and financial planning. Bus Name: DEVINE EDUCATION FOUNDATION POSITION: Board Member NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/03/2022 ADDRESS: 605 W Hondo Ave., Devine TX 78016, United States DESCRIPTION: member of the Finance & Governance Committee I work and organize the different fundraising events. The executive committee will seek my advice on investing any of the funds raised. At this time, we have not invested any of the funds raised.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Forrest Summers'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®
NoneExperience
Current
March 14, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 203 E College Ave Suite B, Devine, TX 78016RIA
CRD#: 283330
Devine, TX
Current
March 14, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 203 E College Ave Suite B, Devine, TX 78016BD
CRD#: 42046
Devine, TX
Past
January 3, 2012 - March 17, 2025
EDWARD JONES
RIA
CRD#: 250
DEVINE, TX
Past
October 21, 2011 - March 17, 2025
EDWARD JONES
BD
CRD#: 250
DEVINE, TX
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
Arizona(3/14/2025)
RR
Florida(3/14/2025)
RR
Idaho(3/14/2025)
RR
Indiana(3/14/2025)
RR
Michigan(3/14/2025)
RR
Nebraska(3/14/2025)
RR
New Mexico(3/14/2025)
RR
New York(3/14/2025)
RR
Texas(3/14/2025)
IAR
Texas(3/14/2025)
RR
Virginia(3/14/2025)
RR
Washington(3/14/2025)
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.
