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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Ellsworth is an investment advisor representative at Fisher Investments, located in Camas, WA. Todd has been in the industry since 1995, and has been with Fisher Investments since 2007. He is registered as an investment advisor representative in Washington and Texas. Todd holds a Series 7 and Series 63 license. His previous experience includes time with Diversified Investors Securities Corp., The Huntington Investment Company, Independence One Brokerage Services, Inc., MML Investors Services, Inc., and American Express Financial Advisors Inc.. Todd specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
12/20/2007 - Present
Fisher Investments (CAMAS WA)
MI
04/02/2002 - 09/10/2007
DIVERSIFIED INVESTORS SECURITIES CORP. (GRAND RAPIDS MI)
OH
09/12/2001 - 04/11/2002
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
MI
05/17/2000 - 02/05/2001
INDEPENDENCE ONE BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)
MA
04/03/1998 - 02/11/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
08/25/1995 - 03/31/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/25/1995 - 03/31/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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