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 Thomas is a registered Investment Advisor Representative with State Farm Investment Management Corp. Todd has been in the securities industry since 1991. Todd has been with State Farm since 2001 and holds a Series 6, Series 7, and Series 63 license. Todd is a Chartered Financial Consultant.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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CA
08/09/2018 - Present
State Farm Investment Management Corp. (San Luis Obispo CA)
MN
03/11/1991 - 02/12/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/11/1991 - 02/12/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/01/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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