Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd David Brown is a financial advisor with PEB Capital Management LLC in Columbus, Ohio. Todd has been in the industry since 2004 and has a strong background in financial planning, portfolio management, and investment advice. Before joining PEB Capital Management, Todd was with Purshe Kaplan Sterling Investments, Wells Fargo Advisors Financial Network, LPL Financial LLC, UVEST Financial Services Group, Inc. and Fifth Third Securities, Inc. Todd holds Series 66, Series 7 and SIE licenses. Todd is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
OH
10/07/2021 - Present
PEB Capital Management LLC (COLUMBUS OH)
OH
08/03/2021 - 01/26/2024
PURSHE KAPLAN STERLING INVESTMENTS (Columbus OH)
OH
01/26/2018 - 08/06/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (UPPER ARLINGTON OH)
OH
07/05/2011 - 12/22/2017
LPL FINANCIAL LLC (DUBLIN OH)
OH
10/01/2008 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (DUBLIN OH)
OH
01/24/2005 - 04/22/2008
FIFTH THIRD SECURITIES, INC. (COLUMBUS OH)
FL
05/17/2004 - 01/05/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 10/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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