Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Stout is a registered investment advisor with over 30 years of experience in the financial services industry. Todd has held positions at several firms including The Variable Annuity Marketing Company, VALIC Financial Advisors, Inc. and Legend Equities Corporation. He is currently registered as a Registered Representative with Lincoln Investment and Capital Analysts. Todd specializes in providing financial planning services, including investment management, retirement planning and college savings. Todd currently serves clients in Ohio, Texas, and many other states.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
11/04/2019 - Present
Lincoln Investment (INDEPENDENCE OH)
OH
02/05/2003 - 01/03/2017
LEGEND EQUITIES CORPORATION (INDEPENDENCE OH)
TX
08/27/1997 - 01/22/2003
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
10/07/1985 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 03/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 03/19/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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