Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Andrew Clark is a financial advisor with over 25 years of experience in the financial services industry. Currently registered as a Registered Representative and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., Todd has a strong background in portfolio management for individuals and businesses. Todd also provides financial planning, pension consulting, educational seminars and selection of other advisers.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IA
10/10/2018 - Present
Cambridge Investment Research Advisors, Inc. (FAIRFIELD IA)
CA
12/14/2005 - 03/25/2009
ASSOCIATED SECURITIES CORP. (SAN LUIS OBISPO CA)
CA
10/31/2005 - 12/12/2005
AIG FINANCIAL ADVISORS, INC. (SAN DIEGO CA)
CA
07/21/2003 - 12/08/2005
SENTRA SECURITIES CORPORATION (SAN DIEGO CA)
AZ
07/21/2003 - 10/31/2005
SPELMAN & CO., INC. (PHOENIX AZ)
AZ
12/09/1994 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 12/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/1995
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 12/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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