Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Everett Timmerman is a financial advisor with over 30 years of experience in the financial services industry. Todd has held various roles at several firms, including Princor Financial Services Corporation and LPL Financial LLC. Todd is currently affiliated with Global Retirement Partners LLC and RPA Financial, LLC. Todd provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans.
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.
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.
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CA
03/05/2021 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
NC
03/09/2015 - 10/08/2018
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
06/28/1989 - 03/25/2015
PRINCOR FINANCIAL SERVICES CORPORATION (Charlotte NC)
BOTH
Issued 03/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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