Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Joseph Thompson is a financial advisor based in Atlanta, Georgia. Todd has been in the financial services industry since 1997. Todd is currently registered with Truist Advisory Services, Inc., a firm providing a variety of financial planning and investment services. Prior to this, Todd worked at several other firms including Wells Fargo Advisors, LLC, Southtrust Securities, LLC, First Union Brokerage Services, Inc., NationsBanc Investments, Inc. and Barnett Investments, Inc.. Todd has a wide range of experience and is committed to providing clients with the best possible advice. Todd is a registered representative and investment advisor representative and has passed the Series 63, Series 65, Series 7 and SIE exams. Todd is also registered in 25 states.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
GA
01/15/2020 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
04/23/2005 - 08/25/2009
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
AL
08/03/2000 - 04/23/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
NC
06/08/1998 - 08/03/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MA
04/01/1998 - 05/07/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
FL
06/25/1997 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
IA
Issued 12/19/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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