Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Blackburn is a financial advisor with over 20 years of experience in the industry. Todd Blackburn is currently registered with Integrated Advisors Network LLC in Dallas, TX. Prior to joining Integrated Advisors Network LLC, Todd Blackburn was associated with Mutual Securities, Inc. in Carlsbad, CA, Morgan Stanley in Carlsbad, CA and Citigroup Global Markets Inc. in Carlsbad, CA. Todd Blackburn holds Series 7, Series 63, and Series 65 licenses as well as the SIE.
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.
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.
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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2
TX
06/19/2018 - Present
Integrated Advisors Network LLC (DALLAS TX)
CA
10/11/2013 - 09/24/2020
MUTUAL SECURITIES, INC. (Carlsbad CA)
CA
06/01/2009 - 10/23/2013
MORGAN STANLEY (CARLSBAD CA)
CA
05/30/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CARLSBAD CA)
IA
Issued 02/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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