Kestra Advisory Services, LLC
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About this Advisor
Todd Anderson is an advisor who works out of Austin, Texas. Currently a registered financial advisor with Kestra Advisory Services, LLC, Anderson has 15 years of professional experience as a financial advisor. Anderson holds Series 66 and Series 63 licenses, designating the advisor as a securities agent. Anderson is able to work with investors in Massachusetts. Anderson has worked their entire career at Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is based out of Austin, Texas, and has 513 additional locations in the nation. Overall, Kestra Advisory Services, LLC manages $20 billion in assets throughout 75,277 client accounts and employs more than 1,231 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the nation. The firm manages 53,194 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 12% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Kestra Advisory Services, LLC can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Kestra Advisory Services, LLC Brokerage Details
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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
Todd Anderson Work History
Todd has 15 years of experience.
Nfp Securities Inc/Partner Financial
Todd Anderson has no disclosures.
Please visit their SEC profile for more details.