Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Allan McCray is a financial advisor currently registered with LPL Financial LLC. Todd has been in the industry since March 19, 1994 and holds licenses in 18 states. Todd is also the president and business owner of TME, LLC, a real estate rental business. The advisor's current office is in Lynchburg, VA. Previous experience includes working with Invest Financial Corporation, Raymond James Financial Services, Inc., Edward Jones, and F.N. Wolf & Co., Inc.
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
VA
02/14/2018 - Present
LPL Financial LLC (LYNCHBURG VA)
VA
06/22/2011 - 02/14/2018
INVEST FINANCIAL CORPORATION (LYNCHBURG VA)
VA
04/30/2004 - 06/14/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (LYNCHBURG VA)
MO
09/27/1994 - 05/03/2004
EDWARD JONES (ST. LOUIS MO)
NA
06/04/1993 - 12/18/1993
F.N. WOLF & CO., INC.
BOTH
Issued 04/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/21/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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