Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Stanley Todd has over 15 years of experience in the financial services industry. Richard is currently registered with United Planners' Financial Services of America A Limited Partner in Medford, OR and Oregon Pacific Financial Advisors Inc. in Medford, OR. Richard holds Series 7, 63, and 65 licenses. Richard's expertise includes financial planning, portfolio management, and insurance. Richard specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
07/11/2024 - Present
United Planners' Financial Services OF America A Limited Partner (MEDFORD OR)
OR
02/07/2008 - 07/06/2009
SAGEPOINT FINANCIAL, INC. (MEDFORD OR)
OR
12/20/2007 - 02/01/2008
NYLIFE SECURITIES LLC (SALEM OR)
IA
Issued 06/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Todd is the right advisor for you? Invested Better is here to help.
