Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Dunlap is a financial advisor with over 10 years of experience in the industry. Todd is currently registered with LPL Financial LLC in Tempe, AZ. He has a Series 6, 7, 63, and 66 license and has worked with a variety of firms including BANCWEST INVESTMENT SERVICES, INC., VANGUARD MARKETING CORPORATION, and CHASE INVESTMENT SERVICES CORP. Todd's focus is on providing financial planning, portfolio management, and investment advisory services to a wide range of clients, including individuals, families, businesses, and retirement plans. He is committed to providing personalized service and helping 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.
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
AZ
07/19/2023 - Present
LPL Financial LLC (TEMPE AZ)
AZ
07/12/2021 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (TEMPE AZ)
AZ
09/15/2015 - 06/01/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IL
03/26/2010 - 05/01/2012
CHASE INVESTMENT SERVICES CORP. (WHEATON IL)
BOTH
Issued 07/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/25/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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