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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Todd is a financial advisor associated with FMP Wealth Advisers. Adam has been in the industry since June 1997. Adam is a CERTIFIED FINANCIAL PLANNER™ professional and has passed the Series 6 and Series 63 exams. Adam is registered in Louisiana and Texas. Adam is also a registered Investment Advisor Representative for FMP Wealth Advisers. The firm serves individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, pooled investment vehicles, and corporations. FMP Wealth Advisers provides a range of investment advisory services, including portfolio management, financial planning, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
01/02/2003 - Present
FMP Wealth Advisers (AUSTIN TX)
BC
Issued 7/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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