Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Guthrie is a financial advisor with over 25 years of experience in the industry. Todd is registered with LPL Financial LLC and holds various licenses and certifications including Series 7, 63, 65, and 24. Todd has previously been registered with Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Todd is also a Certified Financial Planner™. Todd's previous experience includes roles with Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Todd specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Todd's expertise includes investment club, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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
IN
12/19/2007 - Present
LPL Financial LLC (INDIANAPOLIS IN)
IN
10/25/1996 - 09/05/2006
SIGNATOR INVESTORS, INC. (INDIANAPOLIS IN)
MA
10/25/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 09/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Todd Guthrie is the right advisor for you? Invested Better is here to help.
