Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Simpson is a financial advisor registered with LPL Financial LLC. Todd has been in the securities industry since 2004 and has experience in both the brokerage and investment advisory fields. Todd is registered to provide investment advisory services in Indiana and Texas, and brokerage services in 17 other states. Todd has also earned the Certified Financial Planner designation, which demonstrates a commitment to professional development and client service. Todd's background includes previous work with CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION and EDWARD JONES. In addition to his financial advisory practice, Todd is also involved in the community, currently serving as a representative of North Texas Cheer.
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.
1
2
TX
12/16/2010 - Present
LPL Financial LLC (SHERMAN TX)
TX
07/06/2005 - 12/06/2010
CHASE INVESTMENT SERVICES CORP. (SHERMAN TX)
IL
04/19/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
08/03/2004 - 02/14/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 09/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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