Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Fritz is a financial advisor at LPL Financial LLC in CASA GRANDE, AZ. Todd has been in the financial services industry since 1986 and has a wide range of experience. Todd holds Series 7, 24, 63, 99, and SIE licenses and has worked with several firms, including BertheL, Fisher & Company Financial Services, Inc., J.W. COLE FINANCIAL, INC., BROKERSXPRESS LLC, First Allied Securities, Inc., and Raymond James Financial Services, Inc. Todd's current registration is with LPL Financial LLC, where he has been an advisor since January 4, 2024.
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
AZ
01/04/2024 - Present
LPL Financial LLC (CASA GRANDE AZ)
AZ
10/09/2019 - 12/31/2023
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Casa Grande AZ)
AZ
09/06/2012 - 10/10/2019
J.W. COLE FINANCIAL, INC. (CASA GRANDE AZ)
AZ
12/22/2011 - 09/04/2012
BROKERSXPRESS LLC (CASA GRANDE AZ)
AZ
12/15/2008 - 12/23/2011
FIRST ALLIED SECURITIES, INC. (CASA GRANDE AZ)
AZ
05/09/2003 - 12/16/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (CASA GRANDE AZ)
AZ
01/14/1992 - 05/13/2003
FOX & COMPANY INVESTMENTS INC. (SCOTTSDALE AZ)
NY
08/04/1989 - 01/03/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
12/16/1986 - 08/11/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
08/21/1986 - 12/03/1986
BLINDER, ROBINSON & CO.,INC.
BC
Issued 09/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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