Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Todd is an investment advisor representative with Capital United Investments LLC. Austin is registered with the state of California. Austin has been in the securities industry since 2014. Austin has completed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). Austin provides financial planning, pension consulting, and portfolio management for individuals and businesses. Austin is also a mortgage broker and real estate investor with Capital United.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/10/2024 - Present
Capital United Investments LLC (YUCAIPA CA)
IA
Issued 12/08/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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