Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Marion Todd is a financial advisor who has been in the industry for over 25 years. James has a broad range of experience, having worked for several firms including USAA Financial Advisors, Inc. and LPL Financial LLC. James currently works for Mercer Global Advisors Inc. and specializes in financial planning, portfolio management, and retirement planning. James is a Certified Financial Planner® and has a Series 7, Series 6, Series 63, and Series 65 license. James provides services to individuals, families, and businesses. James has a long history of working with clients and is committed to providing personalized financial advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Trust services, estate planning, tax return preparation, consultation
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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CO
05/11/2017 - Present
Mercer Global Advisors Inc. (BOULDER CO)
TX
06/15/2009 - 10/23/2012
LPL FINANCIAL LLC (HOUSTON TX)
TX
04/04/2007 - 04/09/2009
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
SC
12/09/1999 - 03/06/2007
INVESTORS CAPITAL CORP. (GREENVILLE SC)
TX
10/09/1997 - 11/19/1999
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
GA
06/03/1997 - 10/09/1997
WMA SECURITIES, INC. (DULUTH GA)
NY
08/18/1995 - 06/20/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 01/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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