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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Richardson is a financial advisor at Cetera Investment Advisers LLC and has been in the industry since October 1990. Todd has experience in a number of firms, including Fifth Third Securities, Inc., Harris Investor Services, Inc., Key Investment Services LLC, Morgan Keegan & Company, Inc., Raymond James & Associates, Inc., McDonald Investments Inc., Key Investments Inc., Smith Barney Inc., Lehman Brothers Inc., Banc One Securities, Inc., K. J. Brown & Co., Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
1
2
IN
01/12/2023 - Present
Cetera Investment Advisers LLC (BLOOMINGTON IN)
IN
02/18/2011 - 03/01/2013
FIFTH THIRD SECURITIES, INC. (BLOOMINGTON IN)
IN
05/14/2007 - 02/22/2011
HARRIS INVESTOR SERVICES, INC. (MARTINSVILLE IN)
IN
02/10/2006 - 10/31/2006
KEY INVESTMENT SERVICES LLC (INDIANAPOLIS IN)
IN
10/12/2004 - 02/09/2006
MORGAN KEEGAN & COMPANY, INC. (INDIANAPOLIS IN)
FL
09/01/2000 - 10/13/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
OH
05/14/1999 - 09/07/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
08/07/1995 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
07/31/1993 - 08/18/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
07/09/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/07/1988 - 06/22/1989
BANC ONE SECURITIES, INC.
NA
05/18/1987 - 07/01/1987
K. J. BROWN & CO., INC.
NA
06/04/1984 - 05/08/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 4/3/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/6/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/8/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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