Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd James Pack is a financial advisor with over 20 years of experience in the financial services industry. Todd is currently registered as a Registered Representative and Investment Advisor Representative with J. W. Cole Advisors, Inc. He has a strong track record of success in providing comprehensive financial planning and investment management services to individuals, families, and businesses. Todd holds several industry designations, including the Chartered Financial Consultant (ChFC®) designation. His expertise includes Retirement Planning, College Savings, Estate Planning, and Investment Management. In addition to his work at J.W. Cole Advisors, Inc., Todd also serves as the Founder and CEO of Break Through Advisors, a firm that provides public speaking services, insurance agency and MGA services, coaching and training for registered representatives and insurance agents, outsourced 3rd party due diligence services, and Director of Advanced Strategies for Dash-Wealth.
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.
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.
Hourly & fixed rate consulting
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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2
FL
01/03/2014 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
CA
11/02/2009 - 05/10/2013
FINANCIAL ADVISERS OF AMERICA, LLC (CARLSBAD CA)
CA
02/04/2005 - 11/02/2009
GIRARD SECURITIES, INC. (NEWPORT BEACH CA)
MN
12/06/2000 - 09/14/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/06/2000 - 09/14/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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