Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Davis Elgin is a financial advisor with LPL Financial LLC. Todd has been working in the financial industry since 1986. Todd has held previous positions with CUNA Brokerage Services, Inc., Charles Schwab & Co., Inc., Boettcher & Company, Inc., B.C. Christopher Securities Co., and First Kansas City Securities Incorporated. Todd is registered with the state of Georgia and Massachusetts. Todd holds Series 7, 9, 10, 24, 63, and 66 licenses.
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.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
SC
05/18/2022 - Present
LPL Financial LLC (FORT MILL SC)
IA
08/18/2003 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
TX
06/29/1992 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
08/02/1989 - 07/17/1990
BOETTCHER & COMPANY, INC.
NA
07/21/1989 - 08/07/1989
B.C. CHRISTOPHER SECURITIES CO.
NA
08/17/1987 - 08/07/1989
FIRST KANSAS CITY SECURITIES INCORPORATED
MO
10/20/1983 - 08/07/1989
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
BOTH
Issued 03/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/03/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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