Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Anthony Turcotte is a financial advisor with LPL Financial LLC, a firm with more than $50 billion in assets under management. Todd has over 28 years of experience in the financial services industry. His first registration with the Securities and Exchange Commission was in 1994. Todd is currently registered to conduct business in 10 states, including Arizona, Illinois, Iowa, Maryland, Michigan, Minnesota, Missouri, Pennsylvania, Utah, and Wisconsin. He specializes in investment planning, retirement planning, and estate planning. He provides financial advice to a variety of clients, including individuals, families, and businesses. He is also licensed to sell insurance products.
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
IA
10/28/2013 - Present
LPL Financial LLC (CEDAR FALLS IA)
IA
02/27/2009 - 10/31/2013
FIRST HEARTLAND CAPITAL, INC. (CEDAR FALLS IA)
IA
11/13/2002 - 03/11/2009
NYLIFE SECURITIES LLC (CEDAR FALLS IA)
MA
10/18/1994 - 11/08/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/18/1994 - 11/08/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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