Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd E. Price is a financial advisor with Raymond James & Associates, Inc. Todd has over 13 years of experience in the financial services industry. Before joining Raymond James, Todd was a financial advisor at LPL Financial LLC, Cambridge Investment Research, Inc., Northwestern Mutual Investment Services, LLC, and Lincoln Financial Advisors Corporation. Todd has a Series 63, Series 7, and SIE license.
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.
Please see note in schedule d - miscellaneous
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
FL
03/26/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
SC
01/30/2023 - 06/30/2023
LPL FINANCIAL LLC (FORT MILL SC)
VA
04/11/2022 - 12/21/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Virginia Beach VA)
VA
02/03/2020 - 04/14/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RICHMOND VA)
IN
05/28/2015 - 01/03/2020
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/28/2015 - 01/03/2020
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
FL
01/15/2009 - 05/11/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
BC
Issued 02/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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