Kestra Advisory Services, LLC
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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
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 Healy Work History
Todd has 41 years of experience.
Kestra Financial Services, Inc
Nfp Securities, Inc
Partners Securities, Inc
Healy And Associates Pc
Todd Healy has no disclosures.
Please visit their SEC profile for more details.