Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tod? Claim Your ProfileTod Drury has been in the financial services industry since 1994. He is currently a Registered Representative and Investment Adviser Representative with Equitable Advisors, LLC. Tod has a proven track record of success in helping clients achieve their financial goals. He specializes in financial planning, portfolio management, and retirement planning. Prior to joining Equitable Advisors, LLC, Tod worked with Ameriprise Financial Services, LLC, Truist Investment Services, Inc., BB&T Securities, LLC, LPL Financial Corporation, BANC of America Investment Services, Inc., Quick & Reilly, Inc., Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Olde Discount Corporation. Tod is committed to providing his clients with personalized service and a comprehensive approach to wealth management.
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.
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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NC
09/19/2022 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
NC
04/07/2021 - 02/22/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Charlotte NC)
NC
04/29/2010 - 03/08/2021
TRUIST INVESTMENT SERVICES, INC. (CHARLOTTE NC)
SC
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (COLUMBIA SC)
NC
12/12/2007 - 05/03/2010
LPL FINANCIAL CORPORATION (CHARLOTTE NC)
NC
09/24/2004 - 09/10/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
02/07/2003 - 09/24/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
01/11/2000 - 11/26/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/16/1996 - 12/15/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
03/16/1994 - 09/27/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 12/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/23/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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