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 Shobert is a registered representative with LPL Financial LLC and has been in the financial industry since February 10, 1992. Todd has a strong background in the financial services industry with previous experience at Financial Network Investment Corporation, Allstate Distributors, L.L.C., WM Financial Services, Inc., WM Funds Distributor, Inc., U.S. BANCORP INVESTMENTS, INC., U.S. BANCORP SECURITIES, and Liberty Capital Investment Corporation. Todd is currently licensed in Oregon and Washington.
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
WA
11/01/2012 - Present
LPL Financial LLC (OLYMPIA WA)
WA
10/13/2008 - 10/25/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (VANCOUVER WA)
IL
02/21/2007 - 10/02/2008
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
CA
01/12/2005 - 02/01/2007
WM FINANCIAL SERVICES, INC. (THOUSAND OAKS CA)
IA
03/29/2000 - 12/17/2004
WM FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
CA
05/18/1998 - 03/14/2000
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MN
09/03/1997 - 05/19/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
07/29/1993 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
OR
12/05/1990 - 08/03/1992
LIBERTY CAPITAL INVESTMENT CORPORATION (PORTLAND OR)
BOTH
Issued 08/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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