Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Alan Jeffcoat is a financial advisor with LPL Financial LLC and has been in the industry since October 3, 2000. Todd Jeffcoat is registered to provide investment advice in 28 states and has a Series 66, Series 24 and Series 7 license. Todd Jeffcoat works in both Thornton and Arvada Colorado at Credit Union of Colorado branch offices. In addition to working with LPL Financial LLC, Todd Jeffcoat also works with the Credit Union of Colorado.
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.
Consulting and other non-discretionary advisory services
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.
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2
CO
05/31/2013 - Present
LPL Financial LLC (THORNTON CO)
WI
10/03/2000 - 07/31/2001
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 12/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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