Todd
Healy

Kestra Advisory Services, LLC

CRD#1039615
Investment Advisor
in Dallas, TX
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About this Advisor

Todd Healy is a financial advisor who lives in Dallas, Texas. Currently an investment advisor at Kestra Advisory Services, LLC, they have accrued an impressive 41 years of work experience as a financial advisor. Healy has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Healy is able to work with customers based out of Texas. Over the course of their career, they have held roles at Healy And Associates Pc, Southwestern Life, Partners Securities, Inc, Nfp Securities, Inc and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is located in Dallas, Texas, and has 513 brick-and-mortar locations throughout the country. Overall, Kestra Advisory Services, LLC oversees $20 billion in assets across 75,277 accounts and employs more than 1,231 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the country. The firm manages 53,194 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 12% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Kestra Advisory Services, LLC offers 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

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

41 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

8401 N. Central Expressway Suite 645
Dallas, TX 75225

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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

Todd Healy Work History

Todd has 41 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

1997 - Present (22 years)

Partners Securities, Inc

1986 - Present (33 years)

Healy And Associates Pc

1977 - Present (42 years)

Southwestern Life

2013 - 2016 (3 years)

Nfp Securities, Inc

Disclosures

Todd Healy has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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