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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Michael Todd has been in the financial services industry since 1986. Richard Todd has extensive experience working with both individuals and institutions. Richard Todd is currently registered as an Investment Advisor Representative with Innovest Portfolio Solutions LLC. Richard Michael Todd has been with Innovest Portfolio Solutions since July 1996. Previously Richard Todd worked for BJR & ASSOCIATES, INC, DAIN BOSWORTH INCORPORATED, RAUSCHER PIERCE REFSNES, INC., LEHMAN BROTHERS INC., and E. F. HUTTON & COMPANY INC. Richard Michael Todd holds the Series 7, 63, and 65 licenses.
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.
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.
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
CO
01/01/1999 - Present
Innovest Portfolio Solutions LLC (Denver CO)
CO
07/02/1996 - 04/17/1997
BJR & ASSOCIATES, INC (COLORADO SPRINGS CO)
NA
01/03/1995 - 07/01/1996
DAIN BOSWORTH INCORPORATED
TX
08/24/1990 - 12/31/1994
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NY
04/11/1988 - 09/18/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/21/1986 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 11/06/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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