Unclaimed
Todd Alan Stanard is a financial advisor with over 30 years of experience in the financial services industry. Todd currently works at LPL Financial LLC, a national financial services firm. Prior to joining LPL, Todd has worked at firms such as Lincoln Financial Advisors Corporation, MML Investors Services, Inc. and Signator Investors, Inc. Todd is registered to provide investment advice in 28 states.
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
NJ
04/19/2024 - Present
LPL Financial LLC (MORRISTOWN NJ)
NJ
08/04/2006 - 04/22/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (MORRISTOWN NJ)
NJ
10/25/2004 - 07/27/2006
MML INVESTORS SERVICES, INC. (KENILWORTH NJ)
IN
09/29/1999 - 10/12/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/29/1999 - 10/12/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
06/16/1994 - 09/08/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
06/16/1994 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 08/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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