Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Leggatt Barnes is a financial advisor registered with Raymond James & Associates, Inc. Todd is a Series 7, 52TO, 50 and 63 licensed advisor. Todd has been in the industry since 1982. He has previously been registered with Robert W. Baird & Co. Incorporated, Wells Fargo Securities, LLC, A. G. Edwards & Sons, Inc., SunTrust Securities, Inc., and Dean Witter Reynolds Inc. Todd is currently located in the Atlanta area and works out of the Raymond James & Associates, Inc. office. He is registered to work in Georgia and South Carolina. Todd has also obtained the Municipal Securities Principal Examination (Series 53) license.
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.
Please see note in schedule d - miscellaneous
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
GA
02/06/2015 - Present
Raymond James & Associates, Inc. (ATLANTA GA)
GA
07/07/2009 - 02/10/2015
ROBERT W. BAIRD & CO. INCORPORATED (ATLANTA GA)
GA
11/26/2007 - 07/24/2009
WELLS FARGO SECURITIES, LLC (ATLANTA GA)
GA
09/27/1993 - 11/26/2007
A. G. EDWARDS & SONS, INC. (ATLANTA GA)
GA
09/06/1989 - 09/10/1993
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NY
11/26/1981 - 04/04/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 12/30/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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