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Ted Delaney Snow

Kestra Advisory Services, LLC

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About Ted Delaney Snow

Ted Delaney Snow is a financial advisor at Kestra Advisory Services, LLC, located in Dallas, Texas. Ted has been in the industry for over 30 years and holds a variety of licenses and designations. Ted has experience in providing financial planning advice to individuals, businesses, and institutions. Ted also offers retirement planning services and educational seminars.

Firm Information

Ted Snow is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ted Snow’s Registration & Firm History

TX

04/21/2016 - Present

Kestra Advisory Services, LLC (Dallas TX)

IN

09/17/1999 - 01/03/2006

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

09/17/1999 - 01/03/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

IA

07/30/1997 - 09/01/1999

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

RI

05/22/1987 - 07/30/1997

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 04/16/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/09/1996

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/1987

Series 7 - General Securities Representative Examination

BC

Issued 05/19/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Ted Delaney Snow. Review regulatory record here.
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