Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Carlton Pyles is a financial advisor with over 25 years of experience in the industry. He is currently registered with Cbiz Financial Solutions, Inc. and Cbiz Investment Advisory Services, LLC. Todd is a Certified Financial Planner™ and has passed several industry exams including the Series 7, Series 63, Series 65, and SIE exams. Todd has previously worked with H.D. Vest Investment Services, Inc. Todd is a partner at Smyth & Pyles, LLC, an accounting firm, and provides attest services. Todd is registered in multiple states and is actively involved in the financial services industry. He is a trusted advisor to his clients and provides them with personalized financial solutions.
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.
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.
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.
A percentage of assets under advisement
1
2
OH
12/12/2006 - Present
Cbiz Financial Solutions, Inc. (CLEVELAND OH)
TX
07/11/2000 - 12/18/2001
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
TX
08/14/1996 - 07/05/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 12/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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