Unclaimed
Darren Blaine Todd is a financial advisor with The Wealth Consulting Group, and has been in the industry since 1994. Darren is registered with the state of California as an Investment Advisor Representative. His firm, The Wealth Consulting Group, provides financial planning and investment management services to individuals, corporations, and charitable organizations. Darren is a Certified Financial Planner™ and specializes in investment management and financial planning.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
CA
11/13/2014 - Present
THE Wealth Consulting Group (SAN DIEGO CA)
CA
08/16/2005 - 11/21/2014
NEW ENGLAND SECURITIES (SAN DIEGO CA)
MA
08/29/2002 - 07/25/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IN
03/27/2002 - 08/26/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
CA
02/11/2002 - 04/08/2002
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
04/12/1994 - 02/11/2002
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
BOTH
Issued 02/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/11/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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