Tim
Waterworth

Kestra Advisory Services, LLC

CRD#2088189
Investment Advisor
in Dallas, TX
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About this Advisor

Tim Waterworth is a certified financial planner and chartered financial consultant working out of Dallas, Texas, who has 10 years of professional experience. Waterworth is on the advisory team at Kestra Advisory Services, LLC. Their career trajectory has included roles at Nfp Secuities, Inc and Kestra Financial Services, Inc. Waterworth holds a Series 63 license, certifying them as a securities broker, and can advise clients in Texas. Kestra Advisory Services, LLC is a registered investment business that has its headquarters in Dallas, Texas. The company has offices in 513 locations and a total of 1,231 people on staff. It administers $20 billion in assets across its 75,277 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 84 charitable organizations. Of its 75,277 customer accounts, just 12% are held by high-net-worth individuals who have greater than $1 million in assets. Kestra Advisory Services, LLC has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees typically depend on the type of financial services. Fees charged by Kestra Advisory Services, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

5851 Legacy Circle, 6Th Fl.
Dallas, TX 75204

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

TX Average: $3,042,739,679
Total Number of Employees

1,291

TX Average: 49
Total Number of Accounts

81,360

TX Average: 2,315
Average Account Size

$267,280

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Tim Waterworth Work History

Tim has 10 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2008 - 2016 (8 years)

Nfp Secuities, Inc

Disclosures

Tim Waterworth has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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